Retirement Considerations

If you are retired or near retirement age and have questions about your finances, you need to contact us. We have been helping people since 1981 and can answer the questions you have as you approach your retirement years. We can offer valuable advice that may stretch your retirement dollars further as well as may be able to increase your income in your retirement years.

No one should retire without first getting financial advice. Questions about the right age to begin collecting Social Security are not the same for everyone. You also need to know the best possible way to invest your money during retirement. Everyone understands the need for security for their retirement funds, but this does not mean that there will be little or no return on the principal.

We have the knowledge and access to what we feel may be the best possible investments for your money during your retirement that may be alternative to other choices. Different types of investments can make a significant difference in you standard of living during your retirement.

We are not accountants but do focus on ways we can effectively help focus on minimizing your tax burden*. Every dollar saved on taxes in your retirement years can help.

If you have recently retired, it is not too late to get valuable advice from us on how to maximize your retirement assets. There is nothing to lose by contacting us because we never charge for talking with or meeting with us including an initial consultation.

We are located in Cherry Hill, NJ and serve the community throughout the tri-state area including the people of neighboring Philadelphia. Call us today and make an appointment. Your retirement years should be the best years of your life, and it is our job to try to help make sure that you get as much from your finances in retirement as you possibly can.

*Neither Steele Financial Solutions, its staff, nor New York Life Ins. Co. or any agents or affiliates provide tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional before making any decisions.

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