Retirement Planning

"Everybody's got a plan until they get punched in the mouth?" - Mike Tyson

10 Things to Consider in Retirement Planning

  • What is important about retirement to you? Do you want to travel?  Volunteer?  Start your own business?
  • check
    Are there any strategies to help me maximize my pension for my spouse and I?
  • check
     Should I pay off my mortgage before I retire?
  • How will my RMD's affect my Medicare Premium?
  • If I were to become widowed, would my taxes go up?
  • check
    Should I convert any of my 401(k) or IRA's to a Roth IRA?
  • check
    How would a nursing home stay affect my spouse financially?
  • check
    What if I live longer than I planned, will my income last?
  • check
    How would a stock market correction affect my income plan?
  • check
    Will I have a need for life insurance during retirement?
Income Planning

Today fewer Americans have a pension plan, and those that do are often concerned if they can count on it to be there for them.  You have seen the commercials on TV that talk about having your "Number" or maybe you are trying to figure out your safe distribution rate.  With the different considerations are you looking for a trusted guide that can help you navigate your way so you can have the retirement you want.  Someone that will be there for you both in good times and bad that can help you get back on track if you get knocked off.

Social Security and Medicare**

If you are approaching retirement you probably have a lot of questions about these programs.  When should I start Social Security?  If I wait how does it affect mine or my spouses benefits?  What if I decide to work while on Social Security?  What if I am divorced or widowed, how does that affect my social security?  

What does Medicare cover?  Will Medicare cover me if I am a nursing home?  How does supplemental insurance work with Medicare?

Let's Build Your Retirement Plan Together

If you would like to discuss building a plan for your retirement click below.

** Milestone Advisory Group, LLC and John Antrobus  are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Milestone Advisory Group, LLC

24363 Spring Creek Rd. Suite B

Washington, IL 61571

ph 309.213.2665

f    800.877.9890

Milestone Advisory Group, LLC a Registered Investment Advisor in the state of IL.  

*Insurance products and services offered by John Antrobus as a sole proprietor.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of IL or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Milestone Advisory Group, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

Copyright 2024 Milestone Advisory Group, LLC