Planning for Retirement

When you’re planning for retirement, there can be a lot to consider. After a lifetime of saving for the future, changing to a spending mindset can be tricky once the future has arrived. We can help you. Here’s how…

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Retire with A Plan.

When you’re ready to begin planning for retirement, we’re here to help answer your questions and create a personalized plan. We’ve helped hundreds of people just like you enter retirement with confidence.

We have answers to several common questions, such as:

Now that I’m not working, how much money can I spend without running out?
Should I change my investment strategy when I retire?
Should I pay off my mortgage or invest for more income?
How do I avoid overpaying taxes or incurring penalties?
How do I consolidate my accounts to simplify my monthly income?
How do I maximize Social Security or CalPERS/CalSTRS pensions?
How will I pay for healthcare during retirement?
How do the changing tax and estate laws impact me?
How can I address our children’s expectations of our time and financial assistance?
What is a required minimum distribution (RMD) and how much will that be?

Whether you’re 10 years away, or already there, we look forward to helping you succeed in your retirement.

Schedule a free, no-obligation consultation to discuss your retirement savings with us at (530) 487-1777 or schedule an appointment online.

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Helpful Resources

Here are some related resources and downloads to help as you plan for retirement.

Featured

7 Retirement Questions People Are Afraid To Ask (2024 edition)

The rules seem to change every year, so here are some common questions (and answers) relevant in 2024:

5 Compelling Reasons Retirees Should Consider Investing in Dividend-Paying Stocks

Most people don’t realize that a married couple can earn up to $83k in qualified dividends without owing any federal income tax. Above that, they only pay 15% on the next $400k of income.