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Financial Advisor in Flemington, NJ Serving Pre-Retirees & Retirees

Retirement Planning for Pre-Retirees and Retirees

Marge specializes in helping pre-retirees and retirees plan for a secure retirement through customized, tax-efficient retirement planning. If you are thinking of retiring in the next ten years or if you are already retired, she would love to help you chart your course!  Based in Flemington, NJ, Marge serves clients throughout the United States.

Below are some helpful resources.

Webinar Replay:  How Tax Planning Changes During 4 Stages of Retirement

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.  Watch the replay of our webinar to learn what's involved in creating a retirement tax strategy.


Webinar Replay:  Life After Work

Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? Watch the replay of our webinar to help you start thinking about your next phase of life and what you'll need to do to prepare for it.


Webinar Replay:  Long-Term Care Planning


When it comes to planning for a safe and secure retirement, long-term care remains a confusing and unaddressed challenge to many people's financial security. Watch the replay of our webinar to learn about the importance of LTC planning, common misconceptions, and financial strategies to consider.


Webinar Replay:  Savvy IRA Planning for Baby Boomers


A lot of people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough. The reality is that a sound distribution strategy – in other words, a plan for taking money out of your retirement accounts – is just as important, if not more so. Watch the replay of our webinar to learn strategies to help you save taxes and get more out of your IRA.


Webinar Replay: 30 Minutes on Medicare Basics

If you are age 60 or over, are concerned about retirement health care expenses and want to understand how to begin making important Medicare decisions, this webinar is for you!  Watch the replay of our webinar to learn what you need to know about health care when planning your retirement.


eGuide: How to Create Your Retirement Paycheck

Retirement is a time of transition, and one of the biggest changes is the loss of a steady paycheck. This can be a daunting prospect, but it’s important to remember that there are many ways to build a new financial foundation. By diversifying your income streams, you can create a new “retirement paycheck” from various sources, such as investments, pensions, Social Security, and part-time work. This guide is here to help you navigate your options and make informed decisions about your finances. With the right strategy, you can enjoy a secure and fulfilling retirement.

Download eGuide

eGuide: Top 10 Tax Planning Strategies to Keep More of Your Savings in Retirement

If you’re nearing retirement in the next 5 to 10 years, it’s important to be aware of the potential hurdles you may encounter. One of the most common mistakes people make is not having a well-structured tax plan. While saving and investing are crucial, it’s equally important to understand the tax implications of your retirement income. Without proper planning, you could end up paying more taxes than you anticipated, which could negatively impact your retirement savings. This guide presents ten tax strategies to consider, which can be customized to fit your individual financial situation and retirement goals.

Download eGuide

Worksheet: Do you know how much income you’ll have in retirement?

Use our Retirement Income Worksheet to assess various aspects of your financial landscape, including your current assets and anticipated retirement expenses. By inputting essential data, you can generate a  projection of your retirement income, offering valuable insights into potential shortfalls. 

Download worksheet

How to Safeguard Your Wealth: A Guide to Estate Planning

Whether you’re just starting out or reassessing your plan, we believe estate planning doesn’t have to be difficult. We hope this guide helps you understand how to create a comprehensive plan so you can safeguard your assets and leave a lasting impact on your loved ones.


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