Retires

When Only One Spouse Retires 

Clients are coming to us more and more frequently with questions regarding this retirement situation: Let’s say one of a couple retires, and the other continues to work. This often presents a need for rebalancing in order to better ensure that the remaining spouse is sufficiently taken care of. Call us if you are in this situation. We may have ideas you haven’t been presented with.

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Starting November 11th 2024, our Fort Worth office will now be located on the SEVENTH floor in Suite 703

Reach out to us if you have any questions!