FAQs

How do I know when to retire?

Planning for sufficient retirement income requires you to map out what you spend in retirement, not what you have saved. You should factor in your basic living and joy expenses to determine how much money you need per month to live comfortably. This number may be affected by future inflation or cost of living, so you should consider that, too.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Have Questions for Ginger?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Other commonly asked questions:

How much risk should I be taking during retirement?


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How much am I paying my existing advisor?


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Will I run out of money?


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How do I leave a legacy?


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How do I avoid probate?


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How do I stop losing money in the market?


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How do I develop an income plan?


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How do I know when to retire?


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What should I do next?


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We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.


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