PERA and 3 Things You Must Know about Your Retirement

1. The Secure Act of 2019: How will this affect you planning for or living in retirement
2. Maximization of Benefits: Knowing the benefits available and applicable to you.
3. Strategize your Pension, Social Security, other Assets, and Tax Management: There are many options, however, what suits your retirement goals and financial objectives?

The goal of this presentation is to provide you with facts that will trigger more questions related to your unique situation. Only then, you will know what you do not know. We will provide you with tools to help you identify the most important parts of your retirement planning. For example, budget, inflation, longevity, taxes, special needs family members, inheritance, blended family, other pensions, Social Security, health insurance, the age to retire, and others. Having this information would empower you to strategize your financial plan. Even though you are a PERA member, your financial plan may be very different than another PERA member.
If you are a spouse of a PERA member, you must learn how the pension works.

Nohemy Montes has coached her clients in the financial arena for over 15 years. She takes an all-embracing approach to guide you in the management, accumulation, and distribution of assets while preparing to retire and in retirement. Due diligence regarding changes in regulations as far as pension planning, tax management, and estate planning is crucial to successful wealth management. Nohemy’s background is in Law, Economics, and Finance. Her passion is to empower her clients to be confident in reaching their financial goals