10 STEPS TO PLANNING – Defining your income gap and understanding the math behind how much income your portfolio will need to generate in retirement should be one goal of your income plan. In this week’s episode Ron Courser discusses 10 steps to take to help reach your retirement goals and why defining your income gap is such an important step.

2020 - 10 - 03 Ron Courser - 10 Steps To Planning

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

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2020 - 10 - 03 Ron Courser - 10 Steps To Planning

2020 - 10 - 03 Ron Courser - 10 Steps To Planning