Are You Prepared
Take advantage of our Retirement Planning Program now to keep up with expected and unexpected life events. We will prepare a Retirement Plan/Analysis for you and review it periodically, so you are prepared to make a decision on your retirement options at any given time.
What if you changed jobs?
What is the impact on your retirement plan? Can you work part-time or fully retire? What is the impact on your family’s benefits?
Let Coastal Wealth Management, help review your options.
401(k)/Pension Decision
Important Family Benefits
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer’s retirement plan?
What options do you have to continue your insurance? You may need to find new health insurance or replace your life insurance depending on a range of factors.
What if you could retire tomorrow?
Deciding when to retire may not be one decision but a series of decisions and calculations.
Your life is constantly changing and each change can affect your financial situation and needs.
Let Coastal Wealth Management, help you put a plan in place to see where you stand.