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"Someone's sitting in the shade today because someone planted a tree a long time ago."

                                                                                            - Warren Buffett

Monthly Income. Social Security. Health Care. Taxes. Heirs.

Retirement Timeline

These are just some of the topics and questions that Lane Family Wealth Management will work with you to help answer. We will help in preparing you to make your retirement decisions with as much information as possible. We will continue to work with you throughout retirement to make sure your wants and needs are met.

  • Monthly Income
    • How much is needed?
    • Have I saved enough?
    • Where will it come from?
    • How long will it last?
  • Social Security
    • How much will you get?
    • When should you take it?
  • Health Care- Medicare Timeline
    • What Medicare plans will you need?
    • What other insurance plans will you need?
    • How much are premiums?
    • How will you handle Long-Term care?
  • Taxes
    • What funds will you owe taxes on?
    • How can you reduce your taxable income?
    • How does taxable income affect your Medicare premiums?
  • Heirs
    • How do you maximize what you leave to your heirs?
    • How do you make sure your funds go where you want them to go?
    • Can you minimize what goes into probate?