In retirement you do a few things differently than when you were working. You usually stop earning as much income, you usually stop saving and for many of us we must start tapping into our investments. With all of these changes it makes sense that we might need to change the way we look at how we invest. What got you to retirement may not be suitable to get you through retirement.
This joint presentation featuring Deirdre McCartney of Sergovic, Carmean, Weidman, McCartney & Owens, P.A.and Robert Jeter of InFocus Financial Advisors, Inc. will focus on the common mistakes and misconceptions associated with estate planning.
This class, taught through the Delaware Money School examines various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.
For registration, please call our office at 410-677-4848.
Annuities are complex investment instruments. This class presents an objective and educational look at how annuities work, the different types and features of annuities as well as the benefits and downsides to each.
Retirement is different than it used to be. No longer do you stop working and enjoy 10 or so years off work. With the average life expectancy getting longer and longer people can live 20, 25 or even 30 years into retirement. That is basically another career in its self.