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Financial Planning Question – Options after Retirement

 

Q: I would like to discuss retirement options. I’m currently 66 years old, I own my home with a balance of $108,000 and no other bills. I have some investments plus a small pension for my current employer. My wife and I are currently receiving SSI. My job is ending on August 20th with some possibilities for new employment.

A: Thanks for your question. We offer a free, one-hour consultation and we would be happy to meet with you to discuss your situation in more detail. Feel free to contact me directly or call the number below to set up a convenient time to meet with me or one of our other advisors.


 

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