Nearing Retirement

How Much Can I Safely Spend to Conquer My Bucket List?

  • Have I saved enough to retire?
  • Will I ever run out of money?
  • How much can I safely spend?
  • Can I do everything on my bucket list?
  • How will taxes and inflation impact me?
  • How will I pay for Long Term Care costs?
  • When should I take Social Security?
  • How long might my money last?
  • What if I live too long?
  • How do I reduce the risk with my investments?
  • How do I turn my investments into income?
  • Will I owe estate taxes?
  • Are our Wills and beneficiary arrangements structured properly?
  • Do I need a trust?
  • How do I incorporate charitable giving?
  • What’s the best way to give money to my grandkids?

Jeffrey D. Cummins, CPA, MBA, CFP®


Top Flight Wealth Strategies

Galleria Tower Two, 20th Floor

13455 Noel Rd, Dallas, TX 75240

972-455-4360  |  F. 972-246-1899

Jeffrey D. Cummins is a registered representative of and offers securities investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: Galleria Tower Two, 13455 Noel Road, 20th Floor  Dallas, TX 75240, (972) 246-1800. Top Flight Wealth Strategies is not a subsidiary or an affiliate of MML Investors Services, LLC.


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