I. INCOME PLANNING
a. Social Security
i. What you need to know about recent changes.
ii. How to maximize benefits and when the deadlines are.
iii. Picking the strategy that’s right for you.
i. How to pick the option that’s right for you.
ii. How to create a reliable income stream if you don’t have a pension.
c. Efficient Withdrawal Strategies
i. Learn about the SECURE Act 2.0 and how to coordinate taxable, tax-deferred, and tax-free investments.
II. FINANCIAL CONCERNS
a. Today’s market is uncertain; what now?
b. How to help protect your profits from a volatile market.
c. Preparing for inflation and taxes.
d. Understanding the differences between advisors.
e. Running out of money and strategies to help.
III. PREPARING FOR THE UNEXPECTED
a. How to determine your worst case scenario: Survivorship Planning.
b. Planning for longevity.
c. Health Care planning:
i. Options for early retirees.
ii. Medicare enrollment coverage and choices.
iii. Planning for long-term care and catastrophic illness.
d. What happens after you’re gone?