Life Transitions
Major life changes can significantly impact your retirement strategy. Whether you're preparing for retirement, experiencing the loss of a spouse, navigating divorce, managing a chronic illness, or considering a change in living situation, I provide compassionate guidance through focused ad hoc hourly consultations or a Comprehensive Retirement Plan to help you make informed decisions during these important transitions.
Help you envision and plan for your next chapter
whether that's a gradual transition from work, exploring new career opportunities, or mapping out travel and lifestyle goals, always ensuring your financial strategy supports your evolving plans
Provide caring, practical guidance for widows and widowers
through the complex process of asset transfers, understanding new tax situations, and maximizing Social Security survivor benefits while respecting the emotional nature of these decisions
Support those navigating divorce
with clear analysis of how the separation affects retirement assets, tax status, and Social Security claiming options, helping you rebuild your retirement strategy for your new circumstances
Guide you through housing transitions
whether you're considering downsizing, relocating for retirement, or exploring senior living options like retirement communities or CCRCs (Continuing Care Retirement Communities), helping you understand both the lifestyle and financial implications of different choices
