Retirement Planning

Are you financially
prepared for retirement?

Let’s evaluate your current retirement plan
and look at viable options that meet your
goals and expectations.

Some things to consider for your retirement may include:

• Your goals in retirement
• Current expenses versus retirement expenses. Covering essential expenses, maintaining desired lifestyle expenses, and preparing for the unexpected.
• When to start taking Social Security (and/or a pension).
• Including Medicare and Medigap expenses in the retirement budget.
• Asset longevity and income strategy with inflation projections.
• Expected expenses (vacation home purchase, kids in college, etc.) or expected revenue (downsizing home, sale of business, etc.) and how they work into your retirement income projections.
• Tax efficient transfer of wealth to family and/or charities.

For more information please fill out the form or contact your Alamo Capital investment professional.