Retirement Strategies, Ltd. addresses a wide range of financial planning issues that we believe to be crucial to the health of your financial life. The issues that we evaluate include but are not limited to:
- Social Security benefit eligibility
- Retirement savings plans (401k, 403(b), deferred compensation, IRA, Roth IRA, etc.)
- Investment management
- Risk tolerance
- Asset allocation
- Income distributions
- Beneficiary Designations
- Individual and Group Healthcare options
- Medicare choices
- Long Term Care risk and cost
- Medicaid eligibility
- General life events - (death, divorce, serious illness, etc.)
- Aging parents/Elder Care
- Inheritances
- Wills, powers of attorney, living wills*
- Estate distribution
- Gifting strategies
- Special needs planning
- Trusts*
- Housing alternatives
- Travel
*Retirement Strategies Ltd. does not provide tax, accounting or legal advice.
