buy a home in retirement | stretch retirement savings | sandwich generation finances | unplanned retirement

Maximize your Retirement if your savings have been reduced.

Monthly cash can be impacted with health care costs or drug costs especially with original Medicare co payments. It would be great to have a choice to see if you want to work or not. With less COLA (cost of living adjustment), increases and what social security is providing can be challenging.

You saved consistently, but as retirement nears, you realize you haven’t saved enough. With budgets already stretched thin, there’s simply not much left to invest more into an IRA or 401K. Let us help optimize your retirement so that you can live well for years to come.

If you want to build on your investments, or if you are caring for loved ones with retirement fund questions, we can help. Individuals with more serious retirement worries also have a solution.

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