Retirement Transition Success Kit
Congratulations on taking the first step towards a more successful retirement!
Having the right tools and resources when planning for retirement can help make all the difference. The resources below are designed to help increase the likelihood of a successful transition into retirement.
Free Retirement Strategy Call
By requesting access to our toolkit, you are eligible for a free retirement strategy call. This call with June Horne will help you ask questions and address common concerns such as:
- How to determine when you can retire.
- Ways to create enough income to replace your paycheck.
- How to potentially reduce taxes in retirement.
- When to optimally begin taking Social Security.
Resources
- Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility
- 401(k) Rollovers Cheat Sheet
- Estate Planning Cheat Sheet
- Taxes in Retirement Cheat Sheet
- Social Security Cheat Sheet
- The Impact of Inflation & Longevity Risks in Retirement
- Planning for Healthcare & Long-Term Care in Retirement
- Retirement Income Planning Checklist
Check Out June Horne's Appearances on ABC27 Good Day PA
June Horne shares how you can make the most out of your retirement years during her bimonthly segments on ABC27 Good Day PA, Fridays at 10:00 a.m.
Mother's Day
This segment is about Mother’s Day and June explains how you and your family can have a conversation and assist your mother “get her finances in order”.
Financial Growth
We all want our financial future to grow big and healthy like the flowers in springtime. Learn about the steps to take to help ensure a lush future, and how to talk to future generations about the importance of planning.
Vibrant Living's New Sponsor
June shares what people should expect from their financial advisor and how to get in contact with her office.
Retirement Money
Taking good care of your paycheck while you’re working will help you take good care of yourself in retirement. Learn more about how we can help you plan for your vibrant years.
Transition Advisor Group (TAG-PA) is a company that includes Transition Planning Associates - an insurance brokerage. Our company provides retirement income strategy expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina, Texas, Virginia and Ohio. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with stability and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper income planning steps in place for a successful retirement.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Texas license number 3003951.