The Pre-Retiree

Now it’s time to focus on you! Retirement is drawing near. You’ve worked hard, saved diligently, raised a family, and done everything you’re supposed to do. As the end of a regular paycheck approaches, you’re feeling increasingly cautious with your money. You want to prepare as best you can, find ways to replace your paycheck through a solid income strategy, and learn how to stretch your dollars and investments into retirement.

What Keeps The Pre-Retiree Up at Night?

Replacing Your Income in Retirement: How will I generate a steady stream of income to replace my regular paycheck?
Consolidating Accounts: I have accounts all over the place—should I consolidate them for better management?
Investment Risk: Am I taking too much risk with my investments, or should I be more aggressive?
Spending in Retirement: How much can I afford to spend in retirement, and over what period?
Affordability of Retirement: How can I be sure I can really afford to retire comfortably?
Healthcare Costs: What will healthcare cost, and how can I plan for it?
Social Security Timing: When is the best time to start taking my Social Security benefits?

At Friedman Financial, we understand these concerns and are here to help you navigate them with confidence. Our team will work closely with you to develop a comprehensive plan that addresses these questions and ensures a confident retirement.