Later in Retirement

Time changes us. Adjusting to a new set of physical abilities may make you a bit more dependent on others. This can be frustrating for some, invigorating for others.

This time in your life may call for an adjustment of finances and perhaps, in lifestyle. Call us. We can help.

  • Do you have enough money to meet your current monthly expenses?
  • Are you downsizing your home or moving to a senior community?
  • Will more income be required if your living situation changes?
  • Do you have a will and a durable power of attorney?
  • Is your asset allocation too risky for your new stage of life?

Early in retirement, your portfolio may have focused on income and growth. Now, you may want to reduce risk and strike a new balance of growth, safety and income.

We can help you understand your choices, create a portfolio to match your priorities, or simply suggest changes to your current allocation.

WrapManager can help keep you on a clear financial path for your needs in all stages of your retirement.

Retirement Plan Strategy

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