EideBailly

Retirees who were successful during their working years may benefit from our financial services. They may still work part-time, donate time to non-profit organizations or focus on their hobbies or they may also split their time between seasonal homes. These individuals have typically accumulated enough money to comfortably retire, but they may be concerned with how to manage their money in order to generate the necessary income to live their desired lifestyle throughout retirement. The following issues may affect retirees:

Cash Flow

• Projecting current and future retirement income needs to meet their financial goals and objectives

Risk Management

• Planning for the personal insurance needs of the family in case of death or long-term care needs
• Ensuring estate documents are up-to-date and accurately specify the clients needs/wishes

Investment Management

• Managing investment and retirement accounts to ensure that income needs are met in retirement