Retirement Planning

 

 

Have you evaluated your current financial position and created an accumulation strategy to help to ensure a desired retirement lifestyle that may span decades?

Have you combined your Qualified employer-sponsored plans (401k),  or is money still scattered around with former employers from your career?

Do you control your assets by utilizing Individual Retirement Accounts (IRAs).    Are you leveraging ROTH IRAs? Are your beneficiaries current?

Do you have a short term emergency fund or plan?  Are your accounts titled in a way that protects you and your heirs?  Is your short term money working for you or falling behind inflation?

Executive deferral plans can be a terrific savings strategy, but leave you vunerable to your company's stock price.  Do you have an protection and exit plan for this sleeve of your net worth?