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Retirees and Those Close to Retirement

Retirement is an exciting time, but it can also come with uncertainty and angst in regards to questions like “Where will my money
come from?” and “Did I save enough?” Over 80% of WillowTrust Wealth Management clients are age 50 or over and either in or close
to retirement. These clients are all offered a comprehensive planning process that includes the following:

  • Retirement Planning and Distribution Strategies
  • Social Security Planning
  • Tax Planning
  • Personal guidance related to emotions tied to leaving the workforce and transitioning into retirement

Retirees are worried about the following:

  • Running out of Money
  • What is healthcare going to cost
  • How will I get money from my investments, IRAs, etc
  • How do I minimize taxes
  • Will I be a burden on my children and family
  • What do I do about long-term care and can I afford a nursing home
  • Can I leave a Legacy for the people and charities I care about

Retirement issues facing people transitioning:

  • Early retirement
  • Retirement packages
  • Layoffs
  • Medical Issues that force a decision
  • Social Security Planning
  • Pension Claiming and Strategy
  • What to do with 401k, 403b, 457, ESOP or ESPP

Download Our Free Retirement Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."