Have you addressed the following for your future planning?
- Will you run out of money?
- Is your accumulated nest egg protected from extended care expenses?
- Do you have a plan for claiming your Social Security or pension benefits?
- Are you taking distributions in the most tax-efficient manner?
- Have you dramatically underestimated the cost of healthcare?
- How will you manage a loss of independence?
- Is charitable giving an important piece of your legacy planning?
Retirement has the potential to be a relaxing & fulfilling stage of life. Capital Region Financial Group is your resource to plan for a comfortable and confident retirement.