7000 Harps Mill Road
You’ve successfully made the transition and now are enjoying the freedom that comes with retirement. If you’re like many of your peers, you are traveling, spending time with the grandkids and pursuing some of the interests you neglected while working. You might even be working part time, running a business or volunteering to support causes you feel passionate about. Today’s retirees have an opportunity that future generations never had – the likelihood of spending 30 or more years in retirement. This presents great possibilities but also poses real challenges. In a world of rapidly changing market conditions, inflation, shifting tax codes and increasing longevity, are you confident your plan can adapt and carry you through the next 2 or 3 decades?
We can work together to stress test your current approach and determine if you have any blind spots: