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Thinking about retirement?

Retirees today face a number of challenges, including uncertain financial markets, the rising cost of health care, changes in tax laws, and the erosion of purchasing power over time. Affording a comfortable retirement requires piecing together a big financial puzzle composed of a variety of different resources.

If you’re thinking about retirement or recently retired, it’s time to start paying attention to the factors that can threaten the assets you’ve worked so long and hard to build — and begin to put together your personal puzzle.


You Need Sound Information

Investing a few hours of your time at our Retirement Planning Today course can pay off immediately. By learning more about the issues you will face in retirement, you can develop the skills needed to confront today’s challenges and make informed decisions that will affect your retirement lifestyle.

We invite you to attend one of our upcoming seminars so you can take the first step toward having peace-of-mind by creating (or updating) your financial plan.  This is an educational seminar, where financial advisors Rich Jacobson, CFP® and Remy Jacobson, CFP® highlight the key ingredients for a successful retirement:

  • Social Security
  • Investments and Income Planning
  • Tax Planning
  • Estate Planning

 The course is designed to help you:

  • Understand the different strategies used for accumulating assets and retirement income
  • Understanding Social Security to maximize benefits
  • Understand taxes and tax traps along with strategies to potentially reduce their impact
  • Be aware of which accounts to draw income from and when
  • Optimize contributions to and withdrawals from retirement accounts
  • Learn about risk and what different types of risk may mean for your retirement success
  • Take the complexity out of estate planing and help you take actions that benefit you and your heirs

You’ll learn about the pros and cons of claiming Social Security at different ages; the timing and ramifications of tapping taxable, tax-deferred, and tax-free assets; how factors like inflation and market volatility can affect your portfolio’s performance and retirement success; and some important information about wealth preservation, and key estate documents you may need.

This course is designed for educational purposes only. You will receive instruction about concepts and strategies designed to help you make better, more informed decisions. We do not discuss or recommend specific financial products and services. Our goal is to make understanding the key factors for your retirement success fun and interesting. This course is suited to all levels of understanding about retirement planning.

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