Preparing for Retirement

Will you be okay?

We all look forward to the day when we decide to call it quits from our careers.  We envision the day when everybody is gathered in the break room for our retirement party with cake, congratulatory statements and farewells.  But when it comes to retirement, will you be, OK?  Retirement is something that everyone should think about. It can be a happy time, and also a highly emotional time. Retirement brings a new chapter to our lives and a lot of new experiences. It can be challenging to navigate retirement if you’re not well prepared.

How to

Retirement Planning

Most retirees agree that having a retirement plan makes the transition easier and, in retrospect, sensible. To ensure that you achieve your ideal retirement, you should consult with a financial advisor.  You can (and should) start planning for your retirement today, regardless of your age, career, or wealth.

The Importance of Preparing for Retirement

I have been helping people plan for retirement for many years now.
Here are some questions you should ask yourself when planning for your retirement.

  • What do I want to do, now that I have the time to do it?
  • Who am I going to do these things with?
  • How much money am I going to need to do these things and live the lifestyle I want?
  • What are my potential sources of money during my retirement? Such as; Social Security, Pension, 401k or other retirement fund, investments in the market, real estate, or other business concerns.
  • How will I cover medical or long-term care expenses
  • How will taxes and inflation affect me over time?

What I can do to assist

A strategy entails doing something ahead of time. It’s best to get started as soon as possible.

I will help you answer the following questions:

  • How much money will I have when I retire if I keep doing what I’m doing now?
  • What rate of return do I need to hit my retirement goal?
  • Am I saving enough to retire with the lifestyle I want?
  • How long will my money last?

….And most importantly, is there a better way to help me get there?

Together, we can find answers to all these questions and create a financial strategy with ECONOMIC INTEGRITY.  As a result, you will have peace of mind that you will not outlive your money and be able to enjoy the lifestyle you want.

Think It Makes Sense to Discuss A Personalized Financial Plan?

Schedule your FREE initial consultation now, so we can discuss your desired financial goals and a plan to help you get there!

Schedule Now!