Retirees and Pre-retirees
Retirees and Pre-retirees
Retirees and Pre-retirees
Retirees and pre-retirees could have different needs when compared to younger people.
Retirees and pre-retirees could have different needs when compared to younger people.
Those who are still working—and who have many more years to save for retirement—could have a different risk tolerance when you compare them to someone at or near retirement. These two phases are sometimes known as the “accumulation” and the “distribution” phases of a person’s life. When you’re younger, you could have more time to recover your principal from market losses.
Products and Services
• Health Insurance
• IRAs
• IRA Rollovers
• Life Insurance
• Long-Term Care
• Medicaid Planning
• Medicare Supplements
• Tax Preparation
