Being retired doesn't mean all the decisions are made. What should you be doing? Here's the 3 critical areas we explore with clients throughout retirement: 1. Goals Alignment Start by asking yourself these questions: What's working well in retirement? Who is my community (those with whom you spend the most time)?Am I accomplishing what's on my bucket list? Is money a stress point? What are my main concerns? What kind of legacy do I want to leave? 2. Resource Assessment We run a cash flow assessment, answering: Am I withdrawing my retirement income in the most tax-efficient way possible? How significant is my sequence of return risk? Should I be nervous about the markets? What are tax-advantaged strategies for giving? *No need to attend any "free dinner" seminars to find out. 3. Benefits Analysis Benefits and Risks go hand in hand. We'll help you answer questions like: When should I re-evaluate my Medicare options? What's the most tax-efficient way to leave a legacyDoes my investment strategy still fit? Do I have enough set aside for Long Term Care? Should I consider downsizing?