Income Planning

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We are Income Planners

At Family Wealth Strategies we want to help you answer the question “Will I run out of money before I run out of time?” If the answer to that is “yes” we want to help you to create a plan for income that you can’t outlive. If you are near retirement—or have already retired— income planning often includes complex financial questions that may play an important role in your ability to enjoy the lifestyle you want. These include

  1. How should I manage my retirement savings accounts? (Traditional and Roth IRAs, employer-sponsored plans, taxable investment accounts, etc.)
  2. When should I begin taking Social Security?
  3. Which retirement expenses are essential and which are discretionary?

We want to create a plan for that. Contact us today to for your free, no obligation discovery appointment!