Newport Beach Estate Planning Attorney Shares Retirement Decision-Making Tools

9:36 pm Asset Protection, Estate Planning, Retirement Planning

retirement couple hugging 150x150 Newport Beach Estate Planning Attorney Shares Retirement Decision Making ToolsAs a Newport Beach estate planning attorney, I see lots of people who are struggling with decisions about retirement.  That is why I am happy to share a new set of tools from the Society of Actuaries – a non-profit organization that focuses on the measurement and management of risk – that may help new or soon-to-be retirees navigate some of these difficult planning decisions.

The Society of Actuaries’ Committee on Post-Retirement Needs and Risks has just completed a two-year analysis of the decisions that affect retirement, and has issued 11 reports on the following topics:

Big Question: When Should I Retire?

When Retirement Comes Too Soon

Women Take the Wheel: Destination Retirement

Deciding When to Claim Social Security

Designing a Monthly Paycheck for Retirement

Treating Asset Allocation Like a Roadmap

Securing Health Insurance for the Retirement Journey

Taking the Long-term Care Journey

Where to Live in Retirement

Estate Planning: Preparing for the End of Life

Finding Trustworthy Financial Advice for Retirement and Avoiding Pitfalls

To download each one of these reports in PDF format, click here.

Contact us today and let our Newport Beach law firm help you with all your financial planning needs.

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