PLEASE NOTE: DUE TO CAPACITY LIMITATIONS,

WE ARE only ACCEPTING NEW CLIENTS by referral AT THIS TIME.

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Making Work A Choice, Not a Necessity.

Retirement planning today is not the same as our parents’ generation. Fewer and fewer people are eligible for traditional pension plans. You may be able to contribute to a retirement plan at work but you are  expected to grow and manage the money on your own for up to 40 years of employment and 30 years of retirement.  

According to the Center for Retirement Research at Boston College, half of today’s working families are “at risk” of not being able to maintain their standard of living when they retire. So it should come as no surprise that the most common questions we hear from new clients are “Am I on track for retirement?” and “How is it going to work when I get there?”

If guaranteed pension income is not in your future and you have to rely on significant savings balances to enjoy your retirement, the transition to retirement can be uncomfortable if not down right scary. You want to get it right and you don’t want it to fail.

Taconic Advisors can help you answer these questions:

• How much do you need to save to meet your retirement goals?
• When is the best time to begin collecting Social Security?
• How do I take money from my accounts to keep taxes down?
• What do I do about  Required Minimum Distributions?
• How can I make the best use of other retirement benefits that are available?

When you get it all right you create “financial independence.” Your money works for you rather than the other way around. Work becomes an option and you can choose the work you really want to do…if any! Believe us, you won’t just feel better…you’ll feel great!