increases the cost of the items that are purchased during life.


Life expectancies

can extend the retirement journey well into your 90s.

Losing a Spouse

Losing your spouse

will cause an emotional loss and may also cause a severe financial loss.


Social security

provides many unique claiming strategies for you to consider.

Healthcare_color edit

Health care

costs will likely account for a larger portion of your budget in the future due to greater inflation.

Long-Term Care

Long-term care

could dramatically impact the value of your retirement portfolio.

Market Negativity_color edit

Market conditions

can affect your portfolio's ability to support your plan.

Medicare_color edit


planning can be confusing and requires careful planning based on your unique situation.