The Retiree

You’re excited about retirement, but you’re a little unsure about how much you can really afford to do. Creating a smart income strategy can help ease those uncertainties. You need advice on how to best leverage the money you’ve accumulated and ensure it supports your lifestyle for the next thirty years or more.

What Keeps The New Retiree Up at Night?

Incorporating Income Sources: How do I integrate my Social Security and pension income into the income I need?
Generating Income from Assets: How do I create a reliable income stream from the assets I’ve accumulated?
Minimizing Taxes: How can I reduce my tax burden in retirement?
Part-Time Work: Should I consider part-time work as a safety net in case I run out of money?
Gifting Money: Can I give money away and still have enough for retirement?
Housing Decisions: Can I afford to stay in my current home, or should I downsize?
Vacation Home: Can I afford a vacation home to enjoy a better climate during the winters?
Retirement Account Rules: What are all the rules for withdrawing money from my retirement accounts?

The world looks different today compared to your parents' generation, and navigating these new challenges requires a tailored approach. At Friedman Financial, we’re here to guide you through these questions and help you build a secure and fulfilling retirement. Contact us today to see how we can help!