Description
Benefits
- Cash flow analysis
- Debt management
- Budgeting
- Retirement goal setting
- Review employer-sponsored plans (401, 403b, 457, TSP, etc.) or self-employed retirement plan
- Tax savings strategies
- Pension maximization
- Social Security optimization
- Medicare planning
- Long-term care planning
- Finding solutions to extend existing resources
- Preparing and confronting financial issues when emergencies occur
- Demystify Medicare and its various supplemental plans to cover long-term care
- Reviewing and updating estate plan
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