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preparing for retirement guide
About Canty Financial

“30 years of helping clients understand what it truly means to retire.”

At Canty Financial we help clients prepare for retirement and we give them the tools and resources to understand this next phase in life.

Our work with clients over 30 years has given us a deep understanding of what it means to retire and how each client’s situation can be completely unique.
What You’ll Learn

Inside the Guide.

Four key areas covered in depth
to prepare you for retirement.

Important Dates & Deadlines
  • When you can withdraw from retirement accounts without penalty
  • When you must begin withdrawals to avoid RMD penalties
  • Medicare eligibility dates
  • Full retirement age for Social Security
Social Security Optimization
  • How working in retirement affects your Social Security benefits
  • How to determine your expected retirement age
  • Social Security retirement estimator
Health Insurance Options
  • Learn Medicare and Medigap basics
  • Determine health insurance options for your unique needs
  • Medicare Part A, B, C, D explained
Retirement Budgeting
  • Retirement income timeline showing when different income sources begin
  • Addressing debt going into retirement
  • Practical retirement budgeting tips
Get the Free Guide

Download Your Free
Retirement Guide.

No obligation. No pressure. Just the guidance you need to begin planning with confidence.
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