LongSchaefer, Retirement

Retirement

Where will your retirement income come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. We are the retirement planning near you in Greater Cincinnnati.

Retirement Planning is complex and may involve many of the following:

401k Planning.
College Savings Plans, 529 Plans.
Estate Planning.
Investment Planning.
Disability Insurance.
Long-Term Care Insurance.
Permanent Life Insurance.
Asset Based Care.
Personal Financial Statements.

<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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<p>Self-Employed Retirement Plans</p>

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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