What is Retirement?
The concept of retirement really started in the 1930s when Social Security was established. We need to look at retirement as a change of activity. Four letter word: MATH. Let’s make sure this works for you, and what you will actually be able to do. Social Security is a very important consideration. If you don’t need it, don’t take it. We look at the portfolio and how to optimize it for creating a stream of income. There are a lot of options that are out there that people don’t know about, we help them find and understand the possibilities.