Retirement is a goal and focal point for most clients. We run a variety of "what if" scenarios. We want to make sure we take into consideration inflation, your spending plan, social security benefits, your required IRA distributions, your tax bracket, and any pensions when we do our planning.
We develop your annual budget so we know how much you will need in retirement. If you have crossed the first line toward retirement and decreased your workload (and subsequently your income), we can help set you up with a monthly cash flow from your investment accounts that will help cover the decrease in income.