Living in retirement
After decades of work, you’ve made it to a well-deserved stretch of freedom called retirement. Now the question is how to make your money last through this new phase of life. As your financial guide, we’ll help you figure out a withdrawal strategy that fits your situation and helps you pursue meaningful goals. After all, you’ve got a lot of living to do.
Explore services
Financial guidance to help you live in retirement the way you’ve always dreamed of.
Distribution strategies
Social Security
Legacy planning
Wealth preservation
Healthcare planning
Longevity planning
Three considerations in retirement
It’s common to have questions swirling as you plan for retirement. Take comfort knowing we can help you decide when to start tapping social security, how much you should allocate for healthcare as you age, and how you can leave a legacy that honors your story. We’re by your side through it all.
Milestones
Honeymoon phase
You’re finally free to pursue your passions and check items off your bucket list. We can help you:
- Plan to pursue lifelong goals, including travel and charitable endeavors
- Project healthcare costs and consider Medicare and long-term care coverage options
- Make the most of your income streams, such as Social Security
Reflection phase
Life has settled into a peaceful rhythm as you enjoy memorable moments in time. We can help you:
- Update your estate plan and check beneficiaries
- Set up a tax-efficient wealth transfer strategy
- Have meaningful legacy planning conversations with your family
Turning point phase
As the honeymoon ends, a clearer vision of the rest of your life begins. We can help you:
- Review housing options – aging in place versus downsizing
- Create a dynamic, efficient budget for healthcare costs
- Consider other longevity concerns as part of your financial plan
Related Resources
Infographic: Navigating Medicare
The psychological side of spending your retirement savings
Maintaining income after retirement
Infographic: Debunking Social Security myths
Is a niche retirement community right for you?
Protecting your Social Security payout
Infographic: Five habits of 401(k) millionaires
Retiree in training
5 considerations for your Social Security strategy
Making the most of a Roth IRA
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Forbes Top Next-Gen Wealth Advisors Best-in-State (2024)
Forbes Top Next-Gen Wealth Advisors Best-in-State 2024, developed by Shook Research, is based on the period from 3/31/23 to 3/31/24 and was released 8/8/2024. 4,081 nominations were received and 1,630 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/4cVTpjA. Please see: https://bit.ly/3OzhwJY.
Forbes Top Wealth Advisors Best-In-State (2024)
2024 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/best-in-state-wealth-advisors.
Forbes Top Women Wealth Advisors Best-In-State (2024)
The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/lists/best-in-state-women-advisors.
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