Looking to get your finances in order after taking a buyout offer?
We can help you:
Ask the right questions to determine how much you can safely spend each year
Take initial steps in creating a tax-efficient retirement “paycheck”
Explore replacement healthcare options
Understand how to choose pension options
Get guidance on managing investment accounts with tax considerations in mind
Get clarity about when you should file for social security
Individual Support
Are you looking for for 1-on-1 support to address your specific needs? Contact us for an individual consultation.
Related Webinars
GM Buyout: What Should I Do?
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What Do I Do After A Layoff?
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Helpful Resources
Should I Rollover My Dormant Traditional 401(k)?
What Issues Should I Consider When Starting A New Job?
What Issues Should I Consider Before I Retire?
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Working through a life transition is not easy. Luckily, helping people through life transitions is one of our strengths.
We are here to help and want to support you every step of the way.