Retirement is a completely different stage of life. You’ve been putting money away your whole career in anticipation that your paycheck will stop one day. When will you have enough money to retire? How do you know which accounts to tap first? How will you keep from running out of money during retirement? Can you leave money to your kids? What about taxes?
Retirement Planning Services
At Crosby Insurance Group, we specialize in retirement because we’ve had so many clients with these same concerns. Many innovations in tax-advantaged insurance have helped address multiple risks facing retirees. There are now ways to create lifetime income, wealth transfer to heirs, coverage for long-term care (which is not covered by Medicare), and more. Let’s talk.
Here are some videos to help explain some basics about retirement
and retirement vehicles we may want to explore together.