Learn how Coach4Retirees, Inc. can work for you.

How to get started with Coach4Retirees, Inc.

Are you building your retirement nest egg?

Budgeting, Growing Your Wealth, Retirement Planning and Saving

  • Start Here
    • I'm paying too much in taxes? What can I do?
    • Are you on track for retirement?
    • Will you be able to retire on time?
    • What is the best way to build our family budget?
    • Are you spending too much?
    • How much should we be saving for retirement?
    • Do both of us need to keep working? How can we live on one income?
    • Is it a good idea to look at doing an in-service distribution?
    • Do you need a retirement plan and which type is best?
    • Is my asset allocation set up correctly?
    • How do I stress test my investments?
    Continue

Are you transitioning to retirement?

Retirement Planning, Life Insurance, Social Security, and Income Planning

  • Start Here
    • What do I do with my 401k, 403b, pension, and old 401k's.
    • How do I stress test my investments? Do I need to know my risk level?
    • What is the best way to recreate a paycheck in retirement?
    • Is it smart to pick up some additional life insurance?
    • What is the smartest age to begin taking social security?
    • Is there any way I can calculate if my money will last my lifetime?
    • How do I minimize taxes on my current income?
    • Should I have a budget geared toward retirement?
    • Should I convert some of my rollover to a Roth IRA?
    • Should I buy long term care now?
    • Do I need help with my Medicare choices?
    Continue

Striving to make your retirement nest egg last?

Medicaid Planning, Estate Planning, Tax Planning, and Wealth Transfer

  • Start Here
    • How do I stress test my investments?
    • Do I need to prefund my funeral expenses? And what is the preferred way to do it?
    • How can I earn more interest safely?
    • How can I protect my assets from long term care?
    • When should I get my estate planning in order? Should I have a will or a trust?
    • When do I take my RMD? And what can I do if I don't need my RMD?
    • I'm paying too much in taxes? What can I do?
    • Should I consider a reverse mortgage?
    • Is there any way I can calculate if my money will last my lifetime?
    • Should I consider Medicaid planning to preserve our assets?
    • How do I transfer my assets to my children?
    Continue

Striving to make your retirement nest egg last?

Medicaid Planning, Estate Planning, Tax Planning, and Wealth Transfer

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck