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Investment IQ - Retirees 

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You worked hard to enjoy the golden years of your lifetime. Let us show you tools, strategies and information that can make your retirement worry-free and fulfilling.



Sub Categories

Social Security & Medicare
Estate Planning & Taxes
 Investment Planning in Retirement

Risk Management & Insurance 

Social Security & Medicare  

 


When to Apply for Social Security Benefits

Will Working Longer Help or Hinder Your Social Security Benefit

Creative Social Security Claiming Strategies Understanding the Nuances

Get Ready for 7 Serious Life Transitions

Can You Reduce Your Lifetime Health Care Costs by Staying Healthy

Checklist: Is It Time for Assisted Living

Do You Need to Sign Up for Medicare at 65 if You're Still Working 

How COLAs Affect Social Security Benefits ?

Relevant Calculators & Tools

SSA.GOV

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Estate Planning & Taxes 

 

2015 Charitable Tax Guide

An Overview of Asset Transfer Strategies

Relevant Calculators & Tools




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Investment Planning in Reitrement

 

Key Financial Data - 2015

Cracking the Nest Egg: When Accumulation Becomes Distribution

Developing a Realizable Vision for Retirement

Art of Managing Retirement Assumptions

The Importance of Asset Allocation

How Rising Interest Rates Effect Financial Plans 

Asset Liability Matching for Retirees

Risk Management & Insurance

 
Relevant Calculators & Tools


The importance of Asset Allocation

Factors to Consider When Updating Insurance Coverage

How Much Should Retirees Allocate to Stocks

Checklist: Is It Time for Assisted Living

Disaster Planning: Steps for Guarding Your Assets

Relevant Calculators & Tools

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Please Note:
Investment IQ is designed to provide general knowledge of planning and financial topics. Information presented here may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed will come to pass. Investing in financial markets involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. For personalized investment advice or help on any of these topics please contact your financial advisor or call us to schedule an appointment with one of our financial advisors. 


Links to external websites provided on this site are suggestions of tools to be used. Parks Capital does not recommend a particular service or product offered by a third party. We do not guarantee the accuracy of the content provided on third party sites nor are we compensated for providing these links to you. Parks Capital's privacy policy does not apply to third party sites. If you link to any third party sites from our website, we recommend that you review their privacy policies. 

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Suite 1
Pittsford, NY 14534

1-585-248-5700
1-877-416-5700
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