You're Getting Ready For Retirement!

The transition from work to retirement is exciting, but it isn't always straightforward and can be challenging.

As a Certified Financial Planner TM, my practice specializes in making sure the transition from work to retirement happens smoothly and my clients are well positioned to meet their financial goals during the year and decades ahead.

My retirement planning work includes helping each client:

•  Choose a Social Security claiming strategy that optimizes benefits
•  Develop an income plan designed to deliver income for life
•  Manage retirement distributions to avoid unnecessary taxes, and
•  Anticipate healthcare costs and get the most from Medicare.

 

Click here to contact us for The Retirement Distribution Booklet

Click here to contact us for The Baby Boomers Guide To Social Security

 

 

 

Speaking Engagements Click on the topics below for location and time:

Maximize Benefits-Association of Safety Engineers

Maximizing Social Security Benefits-Institute of Industrial Engineers

Maximizing Social Security Benefits-NY Bar Association

Maximizing your Social Security Benefits-Yorktown Senior Law Day

How to Maximize your Social Security Benefits -Phelps Memorial Hospital

How to Maximize your Social Security Benefits -Cultural Arts Center Syosset NY

Maximizing Social Security-Bronxville Library

How to Maximize your Social Security Benefits-Croton Library

Maximizing your Social Security Benefits-Senior Law Day-White Plains County Center