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
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- What age should I start receiving Social Security benefits?
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- How does my spouses Social Security benefit affect me?
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- What happens to my benefit if my spouse dies?
2.
Medicare
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- What is Medicare? What are its Parts?
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- What is the difference between supplements and Advantage plans?
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- How does Medicare cover prescriptions?
3.
Long-Term Care
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- How do I plan for long-term care?
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- Will Medicaid pay for long-term care?
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- What kinds of long-term care insurance is available?
4.
IRAs
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- How do IRAs work?
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- What is the difference between Roth IRAs and Traditional IRAs?
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- When an I requited to start Required Minimum Distributions?
5.
Life Insurance
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- Are there different kinds of life insurance?
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- What documents do you need to be prepared for estate planning?
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- How do federal estate taxes affect estate planning?
6.
Retirement Income
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- How important is return?
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- What is risk management?
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- What is an annuity?
7.
Income Taxes
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- Is Social Security income taxed?
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- What are Medicare surcharges?
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- Can you postpone income taxes
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
money.usnews.com
Many parents avoid discussing their retirement plans with their children.
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
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919-535-8261
Charlotte and Greensboro office visits by appointment only.
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