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RETIREMENT PLANNING

RETIREMENT PLANNING

We use a sophisticated process to determine your retirement needs. We will design a personalized plan and strategy to help you reach your goals, and help you implement and manage a process for you to monitor your progress.

Other Resources

Description

www.ssa.gov Social Security Benefits estimates and retirement planning needs.
www.aoa.gov Comprehensive online resource directory on benefits and programs for the aging, with links to state agencies.
www.healthfinder.com Link to top health and medical web sites.
www.nih.gov National Institute of Health site has a wealth of consumer health information.
www.lawyers.com Site delivers solid legal information and a step-by-step guide to find a good lawyer.
www.Carescout.com Provides vacancy and quality ratings for 46,000 nursing homes and other healthcare facilities. A very good resource site.
www.RetirementLiving.com The best general resource web site for retirement living information. Contains comprehensive state tax info, many useful web site links for other seniors and families, and offers a free online newsletter for specific and general senior info.
www.interest.com/hugh/calc Contains an extensive list of useful calculators and formulas
including a mortgage prepayment calculator, a lease vs. buy decision program, and many more.
www.irs.ustreas.gov IRS site that contains a lot of helpful income tax info and bulletins
on new tax developments. Also, you can download tax forms and publications for the current and previous years.
www.agingwithdignity.org Allows you to download a copy of the Five Wishes Living Will. Provides other helpful info on estate planning.


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