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You Made It – Now What?

With any luck (and lots preparation), your retirement years will be everything you hoped for, but there will still be work to do.  Your biggest initial challenge will be recreating the income streams you had when you were working.  But it won’t stop there:

Saving Enough & Making it Last

  • Did you save enough, and will your savings last longer than you do?
  • What can you do to protect yourself and your partner against outliving your assets?
  • What income distribution (and spending) strategies should you use to cover fixed, variable, and unexpected expenses?
  • If you need to use your assets, which ones should you tap first?  Does it matter?  (Yes.)
  • Are you fortunate enough to have a pension, and if so, what payout option should you exercise?
  • When should you start taking Social Security payments?

 

Planning for your Health and Long-term Care

  • How do you navigate the Medicare health and drug plans?
  • What role should Long-term Care insurance play in your financial plan – as a means of providing care and protecting assets?

 

Passing it On

  • Is your estate plan up to date?  Is it structured to provide for each other and to ensure that your assets are distributed according to your wishes?
  • Are you interested in leaving a legacy to both your family and a charitable institution?  What role can life insurance play in this goal?

 

Call to discuss your situation in greater detail, and learn how we can help take some of the variables out of your retirement years.


About DDO Advisory

DDO Advisory Services offers sophisticated and customized Financial Planning, Investment Management, and Insurance solutions for families, professionals, and business owners in New York City, the Hudson Valley, and New England.

Our approach is to fully integrate all aspects of your financial planning - budgeting and cash flow, insurance, investment management, retirement planning, education funding, as well as tax and estate planning - because no financial decisions exist in a vacuum. Schedule your complimentary consultation today by calling (646) 234-4881.

DDO Advisory Services, LLC
Office:  6369 Mill Street, Suite 209, Rhinebeck, NY  12572
Mail:  P.O. Box 900, Rhinebeck, NY  12572
(646) 234-4881

About Dan

Daniel D'Ordine, CFP® has been helping families oversee their financial affairs for over 15 years. He has been a CFP® certification holder since 2005, and holds degrees from Brown University and New York University. He serves on the Board of the Brown University Club in New York, and is a member of the Rhinebeck Science Foundation Finance Committee. He lives in Rhinebeck, NY with his wife and three children.

Daniel D’Ordine, CFP®

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