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Pre-Retirement FAQs

We can help answer any immediate pre-retirement planning questions you might have...

  • Which retirement option should I take at work?
  • What are my 401k distribution options?
  • How can I replace my paycheck?
  • When should I start taking social security?
  • I have accounts everywhere. How can I consolidate them so I have a better feel for what I can do?
  • Can I afford to retire without worrying too much?
  • Do I still need my life insurance?
  • What is a Roth IRA and would it benefit me or my family?
  • How much of my portfolio should be in stocks?
  • Can I move or downsize right away?
  • What should I do with my estate plan?