Every family needs a reliable partner rooting for their success. When it comes to your retirement, you need a licensed professional on your side to help you understand everything you need to know. The Mercurio Wealth Advisors are your coaches committed to seeing you win. To help you reach your retirement goals, we work with you to build a RETIREMENT 360° GAME PLAN perfectly suited to your needs.
We look at your entire financial picture and provide an all-encompassing strategy that brings together all the players - advisors, estate attorneys, Medicare specialists, and tax attorneys - to help you create a more confident future. Planning for retirement can seem like a daunting task, but it doesn't have to be!
We look at your entire financial picture and provide an all-encompassing strategy that brings together all the players - advisors, estate attorneys, Medicare specialists, and tax attorneys - to help you create a more confident future. Planning for retirement can seem like a daunting task, but it doesn't have to be!
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A successful retirement starts with a comprehensive evaluation of your life: your spending, savings, expenses, wants, and needs. By tying together your investments, income, and estate planning, our goal is for you to achieve an attainable and stress-free retirement. Our strategic partnerships allow us to give you a complete 360-degree view of your retirement plan.
When you meet with us, we design a custom plan to help you successfully reach your retirement goals. Our team of professionals achieves this by taking an all-encompassing, 360-degree look at every aspect of your financial stability. It's important that we review your entire financial picture to develop the most effective retirement game plan possible.
Crafting a retirement game plan is dependent on you and your financial needs. When it comes to retirement income strategies, you have a few options for generating income. These strategies depend on three things: how much money you've saved, how much money you're going to need, and how long you need that money to last.
When you retire from a job, you need to decide what to do with your employee-contributed 401(k). One option is to transfer your account to an IRA. Transferring retirement accounts actually has some benefits, like potentially lower fees and a larger selection of investment options. That said, some tax implications can occur when you transfer accounts.
The term "annuity" gets thrown around quite a bit in the financial world, especially when discussing retirement income strategies. But there is confusion around the word because, well, annuities are complex. In simple terms, an annuity is an insurance hybrid with a type of guarantee in it. Annuities are typically used for retirement savings or generating income during retirement.
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