Making sound decisions if you have
Ready to Retire
You’ve had a full life and have likely gone through many changes throughout your career — new jobs, moves, raising children, caring for aging parents — and now it is time for YOU!
What's next? Are you retiring to something, or merely quitting your job? You’ve worked hard, saved and invested, but is it enough to sustain a desired lifestyle for the rest of your life? You think so, but you’d like to be sure, and you'd like someone to apply the same robust discipline that brought you success in your career to the day-to-day investment decisions that will be necessary to carry out your plan so that you can spend your time doing what brings you joy.
Issues you could be facing:
When should I apply for my Social Security benefits?
Am I really ready to retire and how will that impact my family life?
What should I do with the money in my company 401(k)?
Where will my income to pay my lifestyle expenses come from because Social Security isn’t enough?
Where should I live?
How should I arrange my estate plan to save on taxes and preserve my legacy?
What can be provided to my attorney to help with my estate planning?
We help people successfully transition into retirement every day. It's what we do (and we love doing it!).
Most importantly, we listen to you to be sure we understand what your vision of retirement looks like so that we can thoughtfully advise you on what steps it will take to execute your vision.
By providing quality and time-honored advice, we help to illuminate the issues, create a financial roadmap and enable our clients pursue a life, reimagined. We believe that the true definition of financial success is the ability to live life fully (as you define it) and to live it in ways that bring you joy.
Retirement can also be an opportunity to think about the legacy you want to leave and what that means for your family. Multi-generational planning can help you consider how your wealth may support your children, future generations, and the causes that matter to you as your financial life evolves.
Does this sound like you?
Does Your Estate Plan Still Reflect Your Life?
Life changes, families evolve, and priorities shift. Does your estate plan still capture your values, your legacy wishes and your assets? Take our estate planning assessment to consider whether your plan still reflects what matters to you and identify topics worth discussing with your advisors.
This interactive tool is provided for informational purposes only. Results are based on the information you provide and do not constitute personalized financial, investment, tax, or legal advice or a recommendation. Completing a tool does not establish an advisory relationship with Meira Wealth.
