Education And Retirement Planning
Next to buying a home, paying for your children's education may be the biggest expense you will ever incur. Certainly there are scholarships and grants available, but unless your child achieves a perfect score on the SAT, you'll need a CPA to help you plan these expenses ahead of time, or manage them as they occur.
When it comes to retirement, you may have company Pension Plans, IRAs, SEPs, 401Ks, and all sorts of life insurance products scattered across your retirement plan landscape. But, are you truly ready for retirement? We can help you answer that question by analyzing whether your retirement finances are taxable, accessible, insured, reliable and explain to you how your investments overlap with Social Security.
When it comes to education and retirement, you need the professional advice of an accountant to examine what your plans are now, and what your needs might be in the future. Do they match?