What We Do
We take a holistic approach to retirement — covering income, savings strategies, healthcare, taxes, and legacy so every piece of your future is protected.
When and how you claim Social Security has long-term consequences. We analyze your options — including spousal benefits, filing strategies, and break-even analysis — to help you make the decision in context of your overall plan.
We design a reliable, sustainable income stream for retirement — drawing from Social Security, pensions, investments, and other sources — so you never have to worry about running out of money.
Tax planning in retirement is about the order of withdrawals, the timing of Roth conversions, and the positioning of taxable, tax-deferred, and tax-free accounts. We coordinate with your CPA on these decisions.
The cost of long-term care can devastate a retirement plan. We help you evaluate insurance options and planning strategies to protect your assets and ensure quality care without burdening your family.
Annuities can play a role in providing contractual lifetime income, subject to the financial strength and claims-paying ability of the issuing insurance company. We help you understand if, when, and what type of annuity may fit as part of your overall retirement income strategy.
How It Works
Getting started is easy and completely free. Here's what to expect when you work with Forbes Retirement.
Start with our complimentary Retirement 101 class to get educated on the key issues and strategies in retirement planning.
Sit down with Matthew for a one-on-one conversation about your specific goals, concerns, and timeline — at no cost.
We build a personalized retirement plan tailored to your unique situation and begin implementing your strategy together.
Ready to Start?
Join us for a free Retirement 101 class or schedule a one-on-one consultation with Matthew today.
Register for Free Class Contact UsReal feedback from local pre-retirees who came to a Forbes Retirement workshop, class, or consultation. Shared with permission.