shutterstock_1027563301.jpg

PRE-RETIREMENT

You are mature in your career and are seeking a smooth transition to your new life chapter: retirement. You’re looking for peace of mind. You’d like to learn more about Social Security, Medicare, retirement benefits, insurance, educational expenses for your children or grandchildren, and financing your retirement.

At Wealth Quest Partners, we understand that leaving the labor force can be caused by many factors, and those factors may pose new challenges not previously planned for. We help you navigate the potential financial stressors and prepare for the unforeseen. We also help you plan for activities that delight you and avoid the pitfalls that can debilitate you. 

some questions we can help you answer:

  • When can I retire?

  • What are the best ways to save for retirement?

  • How can I balance my current spending needs with future retirement income needs?

  • Do I need to consider part-time work and part-time retirement?

  • Should I try to pay off my mortgage before retirement?

  • How can I minimize my income taxes?

  • Do I have the right insurance coverage (life, health, auto, homeowners, umbrella)?

  • Is my investment portfolio properly positioned for my individual circumstances?

   Ready to learn more? Let’s talk.