Let’s Put Together a Plan That Centers Around Your Life
Many people think that because they have a pension, they have completed their retirement planning. In fact, this couldn’t be farther from the truth. Planning for retirement is in many ways similar to planning for a long vacation - with the exception of returning to work because of concerns related to finances.
As an international professional or expat, you’re seeking a dynamic approach to your retirement chapter. That’s where we can help. Our team will help answer your questions including whether you should:
Rollover your IRA or leave it where it is.
Take your Social Security benefits now or wait until later.
Sell your house or remodel the kitchen.
Renew your CDs or buy an annuity.
Buy an apartment closer to your folks or a condo that is farther away.