Approaching retirement alone is complicated. With a spouse, it’s doubly so.
Often couples cannot retire at the same time, sometimes resulting in the loss of generous employer healthcare benefits that covered the entire family. Should a retired spouse immediately begin drawing social security, or wait for higher payouts in a few years? How can we make sure to stretch our dollars as far as possible in retirement?
Transitions can be confusing. A professional financial advisor can help you and your spouse ask the right questions, and help the two of you ask the right questions of one another. We’ve helped many families just like yours successfully navigate into retirement, and it always starts by clearing up the confusion and laying down concrete expectations for you and your spouse.
Retirement doesn’t have to be right around the corner before you speak with an advisor. If you’d like to work with a professional, give us a call and we’ll setup a free no-obligation consultation with one of our qualified advisors, and start answering your questions.