Replace the paycheck.
Coordinate Social Security, pensions, portfolio withdrawals, reserves, and any continued work.
Retirement planning
Bring retirement dates, monthly income, Social Security, Medicare, taxes, investments, and spending into one coordinated plan.
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A connected retirement plan
Your retirement date affects income. Income choices affect taxes and Medicare premiums. Spending affects the portfolio. The investment plan has to support all of it.
KWIX brings those decisions together so you can see the tradeoffs before acting and adjust the plan as life changes.
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What the plan connects
Coordinate Social Security, pensions, portfolio withdrawals, reserves, and any continued work.
Separate essential spending from flexible goals, travel, family support, and major purchases.
Plan Medicare timing, premiums, out of pocket costs, and the transition from employer coverage.
Coordinate withdrawals, Roth decisions, gains, required distributions, and charitable goals.
Match risk, cash reserves, and portfolio design to near term spending and long term goals.
Connect beneficiaries, estate documents, gifts, and family support with the financial plan.
See it in context