Individual Services: Retirement Planning

Bigelow can help you along the path to and through retirement. From building wealth through savings and investing, to preparing for retirement, we support you every step of the way.

We help you answer:

  • When should I start taking social security?
  • Should I take money out of my IRA first to fund retirement living expenses?
  • What do I do with my 401(k) account?
  • Should I own more or less stocks when I retire?
  • How does Medicare work?

Bigleow Retirement Planning Benefits

  • Gain confidence that your investments are aligned with your retirement goals.
  • Reduce stress and anxiety about your transition from employment to retirement.
  • Increase your confidence that your income, insurance, and estate planning needs are in place.