Retire VA 21-22 - 44

ASK THE EXPERTS
Retirement Q&A
With retirement comes many questions. Luckily, our experts are ready to help you with your journey.
Q: With inflation and tax law changes how
can I position my retirement plan for what
is to come?
A: A sound retirement plan is catered to
an investor's individual goals and vision.
Inflation affects expenditures as well
as savings and should be reviewed on
an ongoing basis. When establishing a
retirement plan, tax law implications must
be considered to minimize the amount
of monies being wasted unnecessarily.
To feel confident about your financial
plan, you should know it was customized
for you, it covers every aspect of your
retirement landscape, and is being revised
as determined by outside factors such as tax
laws and inflation rates. Working with a tax
savvy financial professional can help you
achieve these goals. For full disclosures visit
AyersFinancialServices.com.
Patrick Ayers, President/CEO
Ayers Financial Services
540-563-9144
AyersFinancialServices.com
Q: When should I consider moving to a Life
Plan Community?
A: The ideal time to consider moving is when
you are active, healthy, and can take full
advantage of community benefits. For many,
that's in your mid-70s. Without homeowner
responsibilities you can focus on enjoying
your season of life rather than physical
chores. Many older adults find this makes
their world bigger, not smaller. And with the
whole continuum of care, you get access to
Assisted Living, Memory Care, and our Nursing
Households should you need it. Life Plan
Communities were created to serve older
adults in all seasons of life.
Rodney Alderfer, President
Bridgewater Retirement Community
540-828-2550, BRCLiving.org
Q: How do movers charge? By the hour or by
weight? Can I trust the estimate?
A: Look for a mover who is willing to pay a
personal visit and do an on site estimate.
Phone estimates are not reliable and even
virtual estimates leave lots of room for
error. Long distance moves are calculated
http://www.CrowningTouchUSA.com http://www.BRCLiving.org http://www.AyersFinancialServices.com http://www.AyersFinancialServices.com http://www.CarilionClinic.org/home-care http://www.Retire-VA.com

Retire VA 21-22

Table of Contents for the Digital Edition of Retire VA 21-22

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