Financial planning in retirement

Maintaining wealth through retirement

Preserving your wealth requires careful  financial planning not only before but also within retirement. Understanding which types of benefits are available to you is critical to the construction and trajectory of your comprehensive financial plan. 

The articles below offer more insights into this topic.

Maximize your Social Security paycheck

Mosaic

In order to determine how to maximize Social Security, it is important to know which types of benefits are available, and then to identify when is the best time to begin receiving these benefits will be based on your individual situation.

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The ABCD’s of Medicare

Mosaic

Medicare can be a complex program to navigate with several considerations depending on your unique situation. Understanding the program's basic structure is important when creating a financial plan in retirement.

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Protecting against creditors

Mosaic

Most investors understand the benefits of using retirement accounts to build long-term wealth. What is less known is that they can also provide creditor protection in the event of a legal liability, personal injury lawsuit, or bankruptcy.

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Planning for required distributions

Mosaic

Knowing what tax-advantaged investment accounts are is crucial for the management of our clients’ wealth. These vehicles shelter ongoing investment growth from taxes, and may provide a tax benefit for contributions or withdrawals.

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Interested in information about other topics?

Charitable giving
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Education
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Estate planning
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Retirement planning
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Investment basics
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Life events
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Planning and advice
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Retirement lifestyle
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Small business owners
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Tax-advantaged investing
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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.