Common Retirement Questions
We Help Clients Navigate

As retirement approaches, it’s natural to have questions—some big, some small. Whether you’re just starting to plan or already retired, these are some of the most common concerns we help clients navigate with clarity and confidence.

Smiling retired couple enjoying time together outdoors, symbolizing clarity and confidence in retirement planning.

    • When can I afford to retire?

    • How much can I safely spend in retirement?

    • Will I run out of money in retirement?

    • Which accounts should I draw income from first?

    • Should I take my Social Security now or later?

    • Should I take my pension’s lump sum or income option?

    • Should I consider Roth conversions in retirement?

    • How can I lower taxes in retirement?

    • How do I coordinate IRA withdrawals, Roth conversions, and Social Security?

    • How should I invest differently as I approach retirement?

    • How should I approach my investments once I retire?

    • Am I taking an appropriate amount of risk with my money?

    • How do I make sure my spouse will be okay financially if something happens to me?

    • Is my plan on track, or am I missing something important?

    • How can I leave a financial legacy for my children or charities?

Still wondering about your own situation?

Everyone’s retirement picture is different. We’re here to help you find clarity and confidence in yours.