We Believe Everyone Needs a Retirement Plan

Retirement should be a fun, fulfilling stage of life − an opportunity to travel, spend more time with family and friends, or even get back in shape. But it should also be an opportunity to get your financial house in order. Why? Because most of the fun bits of retirement (and even the not so fun bits) take money, all the more given how much longer we are all living now.

In our view, one of the best ways to enjoy retirement is to have a game plan for what you are going to do and how much you can afford to spend or give away. From a financial perspective, a good plan should address more than just investment planning and rolling over a 401(k) to an IRA. At a minimum, a complete plan should also address budgeting, insurance, tax savings opportunities, Medicare strategy, Social Security strategy, long term care planning, gifting strategies and comprehensive estate planning.

It may also need to address special topics such as reverse mortgages, deferred compensation, expiring stock options, pension payout choices, and even retiring abroad.

At Artemis, we have written extensively on the topic of retirement and take pride in the sheer number of comprehensive retirement plans we have completed over the years. Our retirement planning business is led by Leigh Bivings, the firm’s CEO, who has a special interest in the topic and has accumulated a wealth of practical knowledge.

Knowledge At Your Fingertips

A good place to start is to review our Retirement Planning Checklist. This checklist will help you to narrow the range of issues relevant to your situation and identify where you might need help.  Please also feel free to peruse our ever-growing library of retirement planning topics below.

General Retirement Planning

  • Can You Access Your IRA Savings For Early Retirement?
  • Should You Pay Off Your Mortgage Early?
  • Should You Put Your Vacation Home in an LLC?
  • Do you Know What Your Number Is?
  • How Much Do Retirees Spend?

Investment Planning

  • What is the Right Retirement Portfolio?
  • Is the Safe Withdrawal Rate Still 4%?
  • Should You Buy An Annuity for Retirement Income?
  • Should You Do a Roth Conversion?
  • Roth IRAs for Kids and Grandkids!

Insurance and Estate Planning

  • Medicare and Travel Health Insurance
  • Should You Purchase Long-term Care Insurance
  • Did You Know That Massachusetts Has An Estate Tax?
  • Is a Revocable Living Trust Right for You?

Knowledge At Your Fingertips

A good place to start is to review our Retirement Planning Checklist. This checklist will help you to narrow the range of issues relevant to your situation and identify where you might need help.  Please also feel free to peruse our ever-growing library of retirement planning topics below.

General Retirement Planning

  • Can You Access Your IRA Savings For Early Retirement?
  • Should You Pay Off Your Mortgage Early?
  • Should You Put Your Vacation Home in an LLC?
  • Do you Know What Your Number Is?
  • How Much Do Retirees Spend?

Investment Planning

  • What is the Right Retirement Portfolio?
  • Is the Safe Withdrawal Rate Still 4%?
  • Should You Buy An Annuity for Retirement Income?
  • Should You Do a Roth Conversion?
  • Roth IRAs for Kids and Grandkids!

Insurance and Estate Planning

  • Medicare and Travel Health Insurance
  • Should You Purchase Long-term Care Insurance
  • Did You Know That Massachusetts Has An Estate Tax?
  • Is a Revocable Living Trust Right for You?
retirees on beach

How we Serve Clients Transitioning to Retirement

We serve both individuals and couples planning for retirement, from public sector employees with defined benefit pensions, to retiring executives who may still hold concentrated stock positions. Read a few of our case studies below to learn more.

CASE STUDIES

If It Sounds Like Artemis May Be The Right Fit For You,

We encourage you to connect with Leigh Bivings today.