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Retirement Matters

Pension Issues

This section may help you become more familiar with the security of your pension, how your pension works and important decisions you must make regarding your payout at retirement.

Income Planning

Are you prepared financially for your retirement?  It essentially comes down to making sure you'll always have enough income to cover your changing expenses in the face of inflation, an uncertain economy and potentially higher health care costs.  Start with what you know in terms of assets, liabilities, income and expenses, and manage these in ways that are most beneficial to you.

Tax Issues

Some important information about taxes.

Reducing Expenses

Use your money wisely.  Why pay more than you need to?

Relocation

Here are some of the issues to consider regarding a decision to relocate.

Activities

Time is a precious gift that can only be spent once.  As it speeds by, how will your use of it impact those you care about most and the way you will be remembered?  These sites offer sources of joy, both from having fun and being of service to others. 

Insurance Issues

Insurance is an important part of retirement. Do I have enough and is it the right coverage? If you have ever asked these questions, here are some links to help you out.

  ID Theft

  Prevention - A one-stop national resource to learn about the crime of identity theft.
  Recovery - Providing identity theft assistance to help you repair the damage from stolen identity.

  Government Resources 

  Caregivers' Resources, Consumer Protection, Federal & State Agencies, and much more.




Are you looking for a new finanical advisor?
To start planning ahead with Transition Planning Click Here!

Contact Glen: 425-868-7141 glen@transitionplanninginc.com



Securities and Investment Advisory Services offered through KMS Financial Services, Inc.
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