Elle (53) and Nolan (55) want to retire when Elle is 60 and Nolan is 62. Their concerns are:
- Having enough money to maintain their primary residence and their condo at the beach
- Healthcare in later life – After taking care of aging parents, Elle and Nolan want to protect their kids from that same burden.
- What are the benefits and drawbacks of when to take Social Security?
- Leaving a legacy for their children and grandchildren
With Elle and Nolan, we began by completing a financial analysis then created a plan that aligns with their goals and values. We introduced them to an estate attorney with whom we worked to establish a plan to efficiently pass on assets to their children.