Major Financial Decisions in Retirement
As you plan for retirement, you will face three major financial decisions:
When to Start Your Social Security
Deciding when to start your Social Security benefits is crucial. There are also strategies unique to spouses, divorcees, and widows/widowers.
What to Do with Your DROP Lump Sum
This is your nest egg, and investing it wisely is a big deal.
What to Do About Your Health Insurance and Medicare
Welcome to the Medicare maze. Navigating through Medicare’s numerous options can be confusing.
These three issues are some of the most significant and consequential financial decisions of your life. They will greatly impact your retirement and the rest of your life.
Medicare: Original vs. Advantage
Medicare has so many choices that it can become confusing. The big question is:
Should You Choose Original Medicare or a Medicare Advantage Plan?
Which one is best for your specific situation? There are many similarities and differences between these two alternatives. Some differences are significant, while others are subtle. It’s a medical maze.
Seek Professional Advice
Choosing your health insurance and Medicare options is not a do-it-yourself weekend project. Seek professional advice. You do so with every other major project in your life, right? Choose wisely to ensure you have a health insurance plan that fits your needs and budget. Medical expenses can be one of the biggest costs in your retirement. Ouch!
Get Involved in Your Health Care
Your health and health insurance costs are at stake here, so get involved in your health care.
My Commitment to You
I am an independent advisor. For 42 years, I have worked only for myself and my clients. I don’t work for a big company or a big bank. I work for you, and I keep my clientele small to give you all the time you need. I do things the right way, not the fast way.
I can show you all the Medicare choices in the marketplace, and there are many.
I have a simple and complimentary article for you :
“ Original Medicare vs. Medicare Advantage : Which is best for You ? ”
Please see below to obtain your free copy of this helpful article.
You can email me a request for this article, or you can also call me at 386.882.6256 for a Complimentary Consultation.
Please call me from 1-6 pm, EST, Monday – Friday.
Be an Educated Consumer and A Smart Shopper because…
What is more important
than Your Health ?
Fraser Allport: Your Trusted Guide to a Secure Retirement
For over 42 years, Fraser Allport has been a leading financial professional in Florida, specializing in retirement planning. He's committed to helping individuals in Daytona Beach, Port Orange, Space Coast, and Palm Coast navigate the complexities of retirement with confidence.
Why Choose Fraser Allport?
* Proven Expertise: As a Fiduciary, Investment Advisor, and Certified Estate Planner™, Fraser brings a wealth of knowledge and experience to the table.
* Independent and Objective: Fraser works for you, not a big company or bank, ensuring unbiased advice.
* Comprehensive Services: From DROP planning and 401(k) rollovers to IRA strategies and estate planning, Fraser offers a full spectrum of services.
* Local Focus: He understands the unique needs of Florida residents, including those in Daytona Beach, Port Orange, Space Coast, and Palm Coast.
Specializing in DROP Planning
Fraser is a recognized Florida DROP Specialist. He helps clients navigate the intricacies of the Deferred Retirement Option Plan (DROP), maximizing their retirement savings. This includes:
* Optimizing un-used DROP sick and vacation days
* Developing a customized action plan for your DROP
* Ensuring you make informed decisions about your retirement funds
Beyond DROP: A Holistic Approach
Fraser's services extend beyond DROP, offering a comprehensive approach to retirement planning:
* Retirement Planning: Tailoring your retirement plan to achieve your goals, whether it's a 401(k) rollover, an inherited IRA, or choosing the best Roth IRA.
* Tax Minimization: Developing strategies to minimize your tax burden in retirement.
* Estate Planning: Creating a plan to protect your assets and ensure a smooth transition for your loved ones.
* Home Health Care: Developing a personalized plan for your home health care needs.
* Annuities and IRAs: Exploring these options to secure your financial future.
Get Your Free Consultation
Don't wait to secure your retirement. Contact Fraser Allport today at 386.882.6256 for a complimentary consultation.
Learn More Online
Website:
DROP Articles:
https://fraserallport.com/florida-drop-library/
Estate Planning Services:
https://nicep.org/profile/fraser-allport-id-908
Biography and Credentials:
YouTube Channel:
https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA
Social Media:
Twitter: https://twitter.com/fraserallport
LinkedIn: https://www.linkedin.com/in/fraserallport/
Prepare for Retirement ...
and prepare for Longevity.
Because of his Knowledge and Experience for 42 Years ...
Fraser Allport is ... " The Total Advisor™ "
