Retirement

Retirement planning can be an overwhelming process.  You will be making dozens of decisions—some irrevocable.  Peggy Farnworth can help you avoid pitfalls, maximize your life experiences, and stretch your dollars to meet your individual budget needs.

What should you be thinking about for retirement?

  • Social Security
    • When do you start and how do you maximize Social Security benefits?
  • Savings/Pension
    • What are the best distribution methods so you don’t outlive your money?
  • Healthcare
    • How do you navigate the changing world of healthcare? When should you start Medicare?
  • Home
    • Where should you live? Should you stay in your current home, downsize, move to a retirement community or live abroad?
  • Meaning
    • What are you retiring to? What will get you up in the morning?
  • Activity
    • How do you want to spend your time? Travel? Hobbies? Grandchildren? Work part-time? Volunteer?
  • Spouse/Partner
    • Are your spouse/partner’s ideas about retirement similar to yours?

 

Peggy L. Farnworth CPA, CFP, CSA is prepared to assist you in making the right decisions as you plan for retirement and when you transition into your retirement years. Call for a private complimentary consultation at 208-343-7777.