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Planning to Align Retirement Income and Spending


Walking away from the daily grind of the working world and from a regular paycheck can be one of the most liberating — and terrifying — moments in life.

Careful planning before retirement can help answer the biggest issues that confront retirees and can provide confidence in a secure and financially independent life after retirement. A well-crafted retirement plan can help address the following questions:

  • Given my current financial situation, can I afford to retire now?
  • How much can I afford to spend each year without undue risk of running out of money?
  • From which accounts should I spend now versus later?
  • Do I have sufficient assets not only for my own needs but also to help family and those organizations I wish to support?

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Ask a question about Planning to Align Retirement Income and Spending

Speak with Jennifer Ellison, CFA, Principal, who works with many of the firm’s individual clients on developing and implementing an investment strategy.

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.


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