As a Retirement Income Certified Professional® (RICP®), Katie specializes in helping individuals and families navigate the financial, tax, investment, and lifestyle decisions that accompany retirement. The RICP® designation is a specialized credential focused on retirement income planning, distribution strategies, Social Security optimization, healthcare and long-term care considerations, tax-efficient withdrawal planning, and managing retirement risks throughout retirement.

• Retirement cash flow planning
• Social Security claiming strategies
• Pension and retirement plan distribution planning
• Tax-efficient withdrawal strategies
• Required Minimum Distribution (RMD) planning
• Medicare and healthcare cost planning
• Long-term care funding analysis
• Investment allocation and retirement risk management
• Legacy and beneficiary planning
• Ongoing retirement income monitoring and adjustments