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.