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Life's Big Questions

 

The following are just a few of life's big questions that we at Winston Wealth Management can help you address:

  • Have I saved enough for retirement?
  • When can I retire?
  • How much income can my savings generate in retirement?
  • How should I invest my money before retirement?
  • Should I invest my money differently after retirement?
  • Okay, I'm retired.  How do I generate income from my savings?
  • When should I start my social security benefit?  How about my spouse?
  • Which pension option should I take? (if you're fortunate enough to be eligible for a pension)
  • How can I protect my family should something happen to me?
  • How can I be more tax-efficient?
  • Am I financially okay if I live a long time?
  • How can I efficiently pass my assets to my desired beneficiaries?
  • Are there other major financial risks that I need to protect against?

A good financial plan will address many of these questions.  Developing personalized plans is what we at Winston Wealth Management do on a daily basis.  Call us if you want help with your plan.