While we think of retirement as the cumulative result of a life of hard work, the “event” is actually the shortest and most fleeting of all of retirement. Retirement, in essence, has three main phases — early-retirement, mid-retirement and late-retirement. Accordingly, your plans and strategies for each of them deserve careful consideration.
At Cora, our financial planners embody a proactive, strategic and disciplined process that unites financial planning, tax strategies, asset management and retirement income strategies.
Cora Capital Advisors works with you to develop thoughtful and comprehensive strategies for maximizing your investments and income
strategies for each of the three phases of retirement.
An important part of this process is understanding how and when to take Social Security for optimum benefit, as well as determining whether it is better for you personally to transfer your 401k into an IRA, or leave it in your employer’s plan.
At Cora, our financial planners embody a proactive, strategic and disciplined process that unites financial planning, tax strategies, investment management and retirement income strategies.