As an initial step, we at Jolles Financial evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include financial products for retirement income, education, charitable or other gifts, or survivor income.
Longer life spans have created several new issues that need to be taken into consideration when planning for retirement.
When planning for longevity, we typically focus on the potential need for assisted living and long-term care because of the potential for critical or catastrophic illness, and the appropriate survivorship income should one spouse predecease the other.
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.
At Jolles Financial, we may have the ability to professionally manage your 401(k) while you’re still at your employer.
We research, implement and provide ongoing education for your 401(k) planning.