ARE YOU READY FOR YOUR RETIREMENT FLIGHT?
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Five Key Steps to Retirement Planning
BEFORE RETIREMENT Click question to expand - When can you retire and not run out of money?
We all desire to have a lifetime flow of income to enjoy retirement. However, due to market ups and downs, taxes, inflation, and unforeseen medical expenses, we may be headed for disaster without even knowing it. How do we solve this issue? The answer is simple. Planning is key. We work with you to develop a plan that works today, then help you keep that plan updated. We use software that allows you to login anytime and make your own adjustments and see instant results for today and down the road... - How do you maximize Social Security & Pensions
Social Security and Pensions can seem complicated at first as there are many options. But we help you solve the problem by showing you how you can choose the right plan for yourself. Take the guessing out of it and use our software to compare the options. We have met so many who were on pace to choose the wrong direction. Once you choose, that is final. You cannot go back and fix it. So, we help you make the right decision the first time. - How do you pick the right Medicare & Drug plan
Medicare has many choices to choose from and we will help you simplify the process at NO COST... Learn how to select the right plan and answer these questions: - Supplement Plan or Advantage Plan? - How much will your medications cost you? - Will your doctors accept your plan choice? - Do you need Dental, Vision and Hearing Aid coverage? - How much income will you need in retirement
We find many clients are not sure how much income they can live on in retirement. Som will live on too little and not really enjoy all their hard work of saving for retirement. We can show you how you can have confidence in what you spend. We have software that you will be able to see instant results with and know that your spending habits will not drive you into poverty or leave your estate with more than you plan. - How do you overcome the challenges of Inflation?
Planning for retirement is making sure we look out for those items that can affect our quality of life. These include inflation. We can plan for inflation by a strategy called laddering. This method allows you to maintain today the income you desire all through your retirement. Give us a shout out and let us show you how this works. |
AFTER RETIREMENT Click question to expand - What happens to your portfolio in a down market?
We find many clients tend to retire with money in a 401(k) or 403(b) retirement plan from work. In this scenario, they have most if not all their retirement savings at risk in the market. We believe in showing you how to partner RISK money with SAFE money. This gives you the ability to protect some of your assets while 100% of these funds are still based upon the market performance. Imagine, investing in the market with no risk and no fees on 25-50% of your total assets. - How do you manage income in a volatile market?
We all love a great market where we can earn a rate of return that is above our expectation. But what happens in retirement when we are taking money to live on and the market drops? This problem is called SEQUENCE OF RETURNS. In this situation, we teach you how to implement the strategy of using a VOLATILITY BUFFER. - How do you create a tax efficient retirement plan?
Tax Strategies are important and should be reviewed on a regular basis. Most of us may have tax preparers but how many have an actual TAX ADVISOR? We take time to analyze and educate you on what potential savings are available to you. Then we suggest you review our plan with your local Tax Advisor. - How to protect your assets from medical bills?
Planning for Medical Bills can be complicated. Of course, there are your normal medical expenses paid for through the Medicare issues and then there is Long-Term Care. Many clients know this can be very expensive but are not aware of the many options one could use to asset protect a good portion of their funds. Let us show you how! - How do you efficiently pass wealth to your heirs?
Passing wealth to our kids and grandkids can be rewarding and is even a biblical principal. We love to show our clients how to leverage their wealth transfer options and possibly provide a lifetime tax free income for your family. If you like charities, we teach you how to be tax efficient in passing your money to those charities that really mean a lot to you. Contact us for more details. |
BOEING RESOURCES
Planning for Retirement Boeing 401(k) and Pension
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Login with your NetBenefits username and password (different than Worklife), or as a new user, click “Register Now” to set up online access to your account.
Boeing Financial Benefits Service Center 1-866-422-3539 http://NetBenefits.com/Boeing(opens in a new tab) Representatives are available Monday–Friday (except most New York Stock Exchange holidays) from 8:30 a.m. to midnight, Eastern time. Health & InsuranceBoeing Service Center for Health and Insurance 1-866-504-4256 http://digital.alight.com/boeing (opens in a new tab) Go to the website and enter your username and password (different than Worklife), or click “New User” to create your account. Post-2011 alumni - Login to Worklife (opens in a new tab) to access the Your Benefits Resources site by clicking the “My Total Rewards & Benefits” quick access link. Forgot your Worklife password? Contact the Enterprise Help Desk at (888) 469-0911 or (425) 234-0911. |