Alpha Planning
and Financial Services, Inc.
Conservation Stage:
MANAGING YOUR LEGACY
Preparing for retirement can be a most confusing and complicated
time.

There are many issues to investigate, including:

  • Health insurance needs: You may be losing company benefits and,
    for the first time in your working life, paying your own premiums.
  • Pension options from your employer
  • Long Term Care issues
  • Income Tax: How to keep the IRS out of your checkbook
  • Wills, Trusts, and Estate Planning: It's never too early to plan ahead
  • Real Estate: Should you downsize? What about capital gains? Is a
    Reverse Mortgage a good idea?