How would you answer these questions:
How can I reduce the impact of claw-back taxes and income tax on my retirement income? Can I qualify for more government benefit programs to provide a supplement to my own savings? How do I reduce the impact of inflation on my retirement income over the longer term? How does Fair Pharmacare legislation impact my retirement income? What will happen to my savings if I become sick or need special nursing care? Will I still be able to obtain travel insurance in my retirement? How can I make sure my estate is distributed the way I want after I'm gone? How can I leave my mark on the community; making a difference in other peoples lives?
Apple Planning Services Inc. Retirement income & Estate planning; will give you the control and peace of mind that you need. Planning ahead of time will help you keep more of your hard earned dollars and send less of them off as taxes. Proper planning will also help you to prepare for unforeseen contingencies, making sure your retirement savings do not run out and giving you the confidence of knowing that you will not be a financial burden to your family. Ensuring that you will be able to afford the high costs of in-home care or long term facility care when you can no longer care for yourself, gives you peace of mind. Utilizing Charitable gift insurance & annuities are just two of the ways you can bring hope and happiness to others, creating your legacy by giving back to the community.
* Only Mutual Funds and related products referenced are offered through HollisWealth Advisory Services Inc.