Estate conservation is too important to put off. Do you have a smart strategy to transition your wealth and minimize the impact of taxes on your legacy? Nithman Financial Group can help you develop an effective wealth management and legacy transition strategy to ensure that your wishes are carried out and that your loved ones are well provided for.

Settling into retirement doesn’t necessarily mean you’ve “arrived” financially. In fact, for most people, retiring raises new questions and new challenges. We’ll help you find answers to your questions and solutions to your retirement challenges, such as:

• I need to create or update my will. Where should I start, and what does it need to include?
• Is my insurance coverage sufficient?
• What’s a realistic monthly budget now that I’m retired?
• Do I have enough savings to maintain my desired lifestyle and also pass on my wealth to future generations?
• Can I afford to help my grandchildren with education expenses?
• Should I use or move my workplace retirement account funds, or just leave them alone?
• Is it better to take my pension distribution in a lump sum or monthly payments?
• How can I maximize my Social Security benefits, and what do I need to know about Medicare?