Retirees

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You want to make sure the most important years of your life are worry free. At Robbins Farley we will be with you to help sift through the major concerns of a retiree.

 

Financial Planning

• When do I take Social Security?

• What are my Medicare options?

• How do I handle long-term care needs?

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Estate planning concerns:

• Do I need eldercare planning?

• Who are my beneficiaries?

• Do I sell my house and downsize?

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