Nearing Retirement
Create A Confident Path To Retirement
Retirement isn’t a finish line. It’s a new chapter, and it deserves more than guesswork. If you're within five to ten years of retiring, now is the time to clarify your options, map your resources, and feel confident about where you're headed. At PushPin, we’ll walk you through the big decisions—pensions, Social Security, healthcare, income planning—with clarity and care.
Questions to Help Our Clients Find Answers
Am I On Track?
- I have been saving and investing and I have accumlated a collection of accounts and assets How do I make sense of them all ?
- Am I on track to retire on my own terms?
- How do I turn these assets into retirement income?
- I want to help my adult child purchase a home, how will that affect my retirement plan?
Savings Strategies
- I have extra money to save and invest, where is the best place to save my money?
- Should I pay off my mortgage or save extra for retirement?
- I don't qualify for a Roth IRA, what are my other options to creating tax-free retirement income?
- I just receive a large inheritance, what should I do with the money?
Employee To Business Owner?
I've been in my industry for a while and I feel like I can transition to working for myself. How do I start the transition to business owner?
Social Security
- When shoud I take Social Security?
- When should my spouse take social security?
- Can I still work if I claim social security early?
Build The Retirement You Want To Live
Mark The Moment With A PushPin
Your journey begins with a PushPin on the map, placed at the moment you decide to plan for retirement, step into a new chapter, or give life to a dream. Are you ready to map the path forward?
Our Approach
A planning-first, education-driven approach that helps you make confident decisions in every stage of life.
Our Team
Meet the team behind PushPin—advisors who care deeply and plan with empathy, clarity, and purpose.
Contact Us
Wherever you are in your journey, we’re here to listen, guide, and help you move forward.