Next chapter conversations: Social Security, lifestyle, required distributions
Family and Late Life planning
"What Ifs": disability, premature death, long-term care
Estate planning with attorney: asset titling, beneficiaries, documents in place
Employee benefits review
Cash reserve needs
Tax optimizing with your financial advisor and CPA: loss harvesting, deductions, Roth considerations, withdrawals, income planning
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA / SIPC. Investment advisory services offered through Win Win Investment Planning, LLC. SPF is separately owned and other entities and/or market names, products or services referenced here are independent of SPF.