While focusing on whether you have saved enough is a critical component to retirement planning, developing a vision for how you will spend your time is just as important — especially as you enter the pre-retirement stages. The more specific your plans, the easier it will be to craft the right strategies to reach your goals.
Cora Capital Advisors can help you develop strategies for converting your savings into reliable lifelong income, while minimizing tax bills.
At least five years before your target retirement age, it’s time to start thinking about three important factors: lifestyle, finances and healthcare.
Cora Capital Advisors can help you develop strategies for converting your savings into reliable lifelong income, while minimizing tax bills. In addition, our experts can help you understand how and when to take social security for optimum benefit.
At Cora, our financial planners embody a proactive, strategic and disciplined process that unites financial planning, tax strategies, investment management and retirement income strategies.
