Latimer Wealth Management

10/08/2021

Avoid these common Social Security mistakes that could shrink your benefits.

Social Security is a key source of retirement income, but many beneficiaries leave thousands of dollars on the table.

10/06/2021

From Medicare to HSAs, there are numerous ways to cover medical expenses in retirement. We can help you evaluate projected costs and assess your needs for long-term care coverage.

With rising health care costs, will you be able to save enough for healthcare in retirement? Explore potential health expenses and make sure you’ll be covered.

06/29/2021

When you retire, you may spend more than you plan for due to added lifestyle expenses and inflation. Let’s connect and make sure you’re prepared.

06/22/2021

A disability or illness could require you to retire earlier than planned. Together, we can build a plan that protects your assets – even if the unexpected happens.

06/15/2021

If you are concerned about the uncertainty of Social Security retirement benefits, we can work to add flexibility into your personalized retirement income plan.

06/08/2021

While Medicare covers some health care expenses in retirement like doctor visits, other routine care like eye exams won’t be covered. Let’s connect and make sure you’re prepared.

06/02/2021

Planning your retirement income stream can be challenging. Together, we can review your situation and long-term goals to set a strategy that works for you.

06/15/2020

Factors that could influence direction of stock prices over the coming weeks/months: The market may need to see an increase in monthly consumer sentiment and consumer spending trends.

05/05/2020

Welcome to my page. For over 23 years I have been working hard every day to earn my client's trust. I offer personalized, goal-based advice and a broad array of investments and solutions. If you have any questions, feel free to contact me at 732-253-0606 or email me at [email protected]

Ameriprise Advisors - Latimer Wealth Management in Milltown, NJ

05/05/2020

Hear how to counteract four common investment biases during uncertain conditions. Ameriprise experts share perspective to help you stay invested, with my support, and participate in an eventual market recovery. Listen on my homepage.

Ameriprise Advisors - Keith Latimer in Milltown, NJ