Solo Ager or Single by Choice

Susan, 60, is a successful corporate executive and solo ager with no children and is planning for retirement in 2 years.

Divorced many years ago, Susan is not eligible for any other Social Security benefits but her own.

She currently holds a variety of investment accounts, including 401(k)s from previous employers, stock options, and multiple brokerage accounts.

Susan lives modestly, owns her home, and looks forward to joining new groups and spending more time on hobbies in retirement.

Susan was pretty sure she had enough to retire, but she also knew she could be responsible for providing care for her aging parents and, with no children of her own, would need a strategy for providing for her own long-term care.

She craved a better plan that would allow her to retire confidently, knowing she was equipped to meet these goals.


Questions You May Have

  • How can I effectively consolidate my retirement funds to simplify and make tracking easier?
  • What is my money invested in?
  • Do I have enough money to pay for long-term healthcare?
  • How do I switch gears from working and saving money to living off my investments?
  • How do I establish a retirement timeline that includes future financial changes (Social Security & Medicare)?
  • How do I organize my assets so I know I have enough money to fund what matters most?
  • How can I maximize the effectiveness of my savings during my remaining working years?
  • How do I create an income stream to fund the first few years of retirement before Social Security and Medicare begin?
  • Should I consider a living trust or a will?

Note: The above is hypothetical and does not involve an actual Blake Wealth Management client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Blake Wealth Management is engaged to provide investment advisory services.

Get Your FREE Simply Retirement Roadmap™

Our complimentary process to help you answer your most important retirement questions.

This process will also help you evaluate our services and make an
informed decision about working together.

Get Started ➡

Join the Simply Retirement Newsletter

Weekly retirement insights delivered directly to your inbox.

No spam, just education.

(Unsubscribe at any time)