With their adult children raising families of their own in Los Angeles and Philadelphia, it’s important to Jack and Rebecca to spend retirement years making memories with their family.
Jack and Rebecca are currently in the last month of their company’s health care plan and need to make decisions for healthcare prior to reaching Medicare.
Jack and Rebecca wish to give back to organizations that help take care of their community.
Jack and Rebecca’s retirement funds include their living trust, 401(k)s, IRAs, and Jack’s company pension plan.
Jack and Rebecca need help determining when to start SS. While some of their friends claimed Social Security at age 62, Jack and Rebecca recently learned that only 4% of retirees claim Social Security at the financially optimal time1.
With retirement just beginning, Jack and Rebecca are not sure which decisions are best to make. They value peace of mind from a fiduciary financial advisor.