Happy 2021!

Is this the year you will retire?  Why not start the process by seeing how full your buckets are at this time.  Remember part of our service is evaluating how you will spend money during retirement, do you have enough to ‘keep the lights on’ or ‘can you afford a month on a Caribbean island?”

Do you understand how your taxes will be affected?  Is your house paid for, what about property taxes?  When is the best time to down-size?  These are great discussion points.

Set up your free consultation and we would love to chat with you.