Michael Nadeau, CFP
®
Investing for Retirement
We combine an understanding of the retirement planning needs facing those investing for retirement with specific strategies designed to address those needs.
Issues We Address
How much do I need to retire comfortably?
How much should I be saving to retire comfortably?
Am I on track to retire at the age I'd like to?
Am I using the right retirement investment vehicles for my situation?
How much should I contribute to employer-sponsored plans?
Do I have the appropriate life, disability and long-term care insurance coverage?
Potential Strategies
Retirement income planning
Qualified plans (Traditional and Roth 401(k)s)
Traditional and Roth IRAs
SEP IRAs, Simple IRAs
Roth IRA conversions
Annuities, life insurance and long-term care insurance