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Now that you're set to retire it's time to build out a comprehensive wealth management plan to ensure your money is working hard for you. There are six key areas that need addressed including: Financial Planning, Investment Management, Tax Strategies, Estate Planning, Insurance, and Charitable Giving.

Comprehensive Wealth Management

Financial Planning
Investment Management
Tax Strategies
Estate Planning
Insurance
Charitable Giving

Set Clear Goals

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Retirement

As you transition into retirement, a new set of challenges and opportunities emerge. With the culmination of your working years, it's essential to review your financial plan, revisit your portfolio allocation, evaluate potential tax strategies, and dive into estate planning.

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Financial planning in retirement is crucial to ensure that one's savings and investments can support their desired lifestyle throughout their golden years. Proper planning helps retirees manage their expenses, mitigate risks, and make informed decisions about asset distribution and potential income sources.

Financial Planning

Investment Management

Investment management involves the careful selection and monitoring of assets to achieve specific financial goals, ensuring a balanced portfolio that aligns with an individual's risk tolerance.

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Tax strategies focus on optimizing financial decisions to reduce tax liabilities, leveraging various deductions, credits, and tax-efficient investments.

Tax Strategies

Estate Planning

Estate planning ensures that an individual's assets are distributed according to their wishes upon their passing, minimizing potential legal disputes and taxes.

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Lifestyle protection, often through insurance, safeguards an individual's assets and income from unforeseen events, providing financial security for their loved ones. Key areas include medical insurance, property and casualty, umbrella policies, and more.

Insurance

Charitable Giving

Charitable giving allows individuals to support causes they believe in while often benefiting from tax deductions and creating a lasting legacy. During your retirement years a unique set of opportunities become available to save substantial taxes while contributing to your favorite causes.

Understanding life insurance options in retirement

Understanding life insurance options in retirement

February 7, 2024

Discover the various life insurance options during retirement and how they can cater to your financial planning needs.
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Handling emergency funds and unexpected expenses

Handling emergency funds and unexpected expenses

February 7, 2024

Discover how properly managing an emergency fund can protect your financial stability and readiness when unexpected expenses arise.
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Starting a business or consultancy in retirement

Starting a business or consultancy in retirement

February 7, 2024

Discover how to turn your retirement into an exciting second career by starting a business or consultancy.
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Dealing with adult children financial issues

Dealing with adult children financial issues

February 6, 2024

Navigate adult children's financial issues with solutions that respect boundaries and promote independence.
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Aging in place: Making your home retirement-friendly

Aging in place: Making your home retirement-friendly

February 6, 2024

Discover how simple home modifications can enhance comfort and safety for a better aging-in-place experience.
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Housing options for seniors

Housing options for seniors

February 6, 2024

Explore various housing options for seniors that maximize comfort and financial stability during the golden years.
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Resources for Retirement

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