People close to retirement face many concerns.

Hopefully you already have a lot of savings put away, are out of debt, and in a strong financial situation so you can retire soon. In the next few years you will make a lot of decisions that will impact you for maybe longer than the number of years you worked.  Hopefully for you, you make the right decisions.  

Should I purchase a vacation home now? 
What kind of mortgage would be best to get? 
I heard it is best to pay off my house as soon as I can.  Is that true?
What about health insurance?
What about "legal' insurance?
Should I use my credit card as my emergency fund? 
What kind of medical deductible do I need on my car insurance? 
What kind of risk should I put my savings into?
What are some of the pros and cons of different savings plans?
What about an IRA?
If I buy every kind of insurance and retirement plan out there, won't I be broke?
What about a ROTH?
How bad is it to delay putting away money for my retirement?  Can't I just catch up later?
What other kinds of insurance would be smart for me to have? 
What deductibles are the best ones to get?
How much should I put in my 401k?
I just got married.  Any financial concens I should take care of now?
I want to start my own business.  Where can I get the money to start with?
I just lost my job.  Where should I put my 401k?
I just got a promotion.  Should I max out my 401k contributions?
I just lost my job.  Where can I borrow money from?
Should I start saving for my grandchildren's college?
Should I build an addition on my home for my parents?
Do I need disability insurance?
What about a long-term care policy?
I just got divorced.  Now what?
What if I have to relocate for my job?  What safeguards should I have in place?
My parents are having a tough time with some of their insurance stuff.  What can I do to help?
Is my parents' savings in the best place for them?
How can I "best" help my children?
How much will I need to retire?
Am I on pace financially to retire when I want?
Do I need to protect myself against identy theft?
Will I really have enough to retire with?
What if the economy in the next 10 years is like the last 10 years?
When should I apply for Medicare?
Should I take the offer of early retirement from my employer?
What kind of Medicare supplement should I get?
What about a Medicare advantage plan?
What about a Medicare prescription drug coverage plan?
My employer has several different pension payout offers.  What makes the most sense?
What about this?
What about that?

People close to retirement face these and many more decisions.

I can help with all this kind of "stuff." 
  

Contact me for a free consultation before your next big decision.