Retirement Should be Exciting – Not Overwhelming

Idle Clevenger Wealth Management specializes in retirement planning and estate conservation for those nearing retirement. We help answer questions about your financial future:

• Will I be able to retire early?
• How much money will I need to retire?
• How can I get the most out of my 401(k) or 403(b)?
• Should I have a traditional IRA or a Roth IRA?
• How can I position my investments for higher potential returns while reducing risk?
• How can I "inflation-proof" my investment income?
• Do I need disability income insurance? Long-term care insurance? Life insurance?
• How can I ensure that my children receive as much as possible from my estate?
• What do I need to know about wills, trusts, and probate?
• When should I elect to begin receiving Social Security?

We offer you financial advice tailored to your individual needs. Idle Clevenger is committed to you for the long term.