For Those Already Retired

RETIREMENT, REDEFINED

Retirement Planning Doesn’t Stop Here

Retirement isn’t the finish line—it’s the start of a new chapter. Even after you’ve left the workforce, managing your income, investments, and financial goals remains important. At Sellers Financial Services, we’re here to help you make the most of your retirement years.

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  • How do I make my retirement savings last?

    Managing withdrawals wisely is key. We’ll help you create an income strategy that balances your needs with your long-term financial goals.

  • Do I still need to adjust my investments in retirement?

    Yes. Your investment strategy should evolve with your changing lifestyle. We’ll review your portfolio regularly to help ensure it aligns with your current priorities.

  • What’s the best way to handle required minimum distributions (RMDs)?

    RMDs can have tax implications if not managed properly. We’ll guide you through the process to help you meet the requirements without unnecessary surprises.

  • How do I plan for unexpected expenses?

    Life is unpredictable, even in retirement. We’ll work with you to build flexibility into your plan so you’re prepared for the unexpected.

  • Can I still work with you if my situation changes?

    Absolutely. Whether you’re facing new opportunities or challenges, our door is always open. We’re here to adjust your plan as life evolves.

BEYOND THE FINISH LINE

Let’s Review Your Retirement Plan

Already retired? We’re still here for you. Contact us today to review your current strategy and make sure it aligns with your evolving needs and goals.