What Are Three Things That Retirement Software Can’t Account For?

You’re getting ready to finally “retire”.  We’ve run the numbers with you, looked at various calculations and determined when to begin Social Security.  We looked at how your taxes will change, where that money will come from, and even how they will be paid.  We’ve reviewed your allocation and strategy for portfolio income and how that fits into the plan.  We told you that you are financially independent, that you won’t need to worry and you can enjoy this next chapter of life with full abandon.

 

 

But you’re still uneasy.

There is still something on your mind that’s worrying you.  You’re comfortable with the financial aspects of this change, but you just aren’t sure how your life is going to look on the other side of this decision.  > SEE MORE

Waypoint Wealth Management

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Waypoint Wealth Management