expertise & RESOURCES when you need it the most

Retirement Planning

Did you know an employer can be held legally responsible if bad advice was provided to the employee about the timing of their retirement?  Before an employee makes the decision to retire, he/she needs to have a clear understanding about health-care options and future costs. Health-care alone is the largest expense in retirement. We provide education and assistance to help your employees make the best decision about their retirement. Topics include:

  • Understanding Medicare and Plan Options
  • Estimating health insurance costs for the younger spouse
  • When to apply for Social Security benefits and how to maximize their benefits
  • 401K Roll-overs and options
  • Tax consequences
  • Estate planning
  • Planning for the long-term
  • Senior Housing options

Contact Us for more information on how we can help!