919-535-8261

The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

Cardinal helps you embrace the 7 worries in retirement!

1.

Social Security

    • What age should I start receiving Social Security benefits?

 

    • How does my spouses Social Security benefit affect me?

 

    • What happens to my benefit if my spouse dies?

 

2.

Medicare

    • What is Medicare? What are its Parts?

 

    • What is the difference between supplements and Advantage plans?

 

    • How does Medicare cover prescriptions?

 

3.

Long-Term Care

    • How do I plan for long-term care?

 

    • Will Medicaid pay for long-term care?

 

    • What kinds of long-term care insurance is available?

 

4.

IRAs

    • How do IRAs work?

 

    • What is the difference between Roth IRAs and Traditional IRAs?

 

    • When an I requited to start Required Minimum Distributions?

 

5.

Life Insurance

    • Are there different kinds of life insurance?

 

    • What documents do you need to be prepared for estate planning?

 

    • How do federal estate taxes affect estate planning?

 

6.

Retirement Income

    • How important is return?

 

    • What is risk management?

 

    • What is an annuity?

 

7.

Income Taxes

    • Is Social Security income taxed?

 

    • What are Medicare surcharges?

 

    • Can you postpone income taxes

 

Cardinal Advisors

5 months 6 days ago

Your retirement could have an impact on your children, especially if you plan to move or are helping them financially.…

The Talk to Have With Your Kids Before You Retire

Cardinal Guide

Durham Office

2530 Meridian Parkway,
Suite 100
Durham, NC 27713

Charlotte Office

5309 Monroe Road,
Charlotte, NC, 28205

Greensboro Office

6520 Airport Center Drive,
Suite 100
Greensboro, NC 27409

Contact
Hans@cardinalguide.com
Mon-Fri: 9 am - 6 PM (EST)
Saturday-Sunday: Closed
919-535-8261

Charlotte and Greensboro office visits by appointment only.

CERTAIN CONTENT THAT APPEARS ON THIS SITE COMES FROM AMAZON SERVICES LLC. THIS CONTENT IS PROVIDED 'AS IS' AND IS SUBJECT TO CHANGE OR REMOVAL AT ANY TIME.

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