Retirees

Planning for retirement, much less even considering it can be a challenge and seem daunting.  After a comfortable 30- or 40-year long career, it’s only natural to hesitate and think about the concerns and fears of what might lie ahead in your retirement. It is only natural to approach this time in life with some amount of trepidation. You may wonder, "Can I afford to retire? What will it mean to my lifestyle?" After a comfortable, successful adult life the thought of not getting up to go to work on Monday morning is a foreign concept.

The questions involved with planning for retirement are complicated from an investment as well as planning standpoint. At Kanaly, we work with you to help you understand your assets and how you can use them long-term. We will identify key risks that could threaten your long-term well-being.

We work together with you and your family to outline a plan and then execute it.  This will allow you to understand your wealth and learn to enjoy expressing it. We can assist you in planning for charitable efforts, from a time and financial resource standpoint to help you fulfill your charitable wishes. We will also create estate plans based upon your goals.

After your retirement, we will continue to make sure your investment programs for your accounts here are aligned, as well as their other personal financial efforts. 

Here are some of the specific areas we will focus on for you as a retiree:

• Capital preservation
• Meeting spending needs
• Medical coverage/long-term care
• Estate planning
• Second home ownership
• Disability Planning
• Charitable Family Foundations
• Family Gifting
• Investment Counseling 

If these are things you are thinking about or concerns that you have, let’s talk.