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Retirement Planning

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Retirement Planning

Plan today, retire tomorrow - with the right retirement planning, you can make your golden years truly shine.

RETIREMENT PLANNING

At our company, we understand the importance of planning for retirement. Retirement is a major life event that requires careful consideration and preparation. Our retirement planning services can help you be financially prepared for retirement.

We offer a range of retirement planning solutions that are personalized to meet the unique needs of each of our clients. Our experienced financial advisors work closely with you to develop a personalized retirement plan considering your retirement goals, income, expenses, and investments. We help you navigate the complexities of retirement planning and provide the information and tools you need to make informed decisions about your retirement.

Our retirement planning services include the following:

  1. Retirement income planning: We help you determine how much income you will need in retirement and develop a plan to ensure you have enough income to support your lifestyle.
  2. Investment management: Our investment management services help you optimize your retirement savings and investments to ensure that your money works hard for you.
  3. Social Security planning: We help you navigate the complex rules surrounding Social Security benefits and maximize your benefits to ensure you receive the maximum income in retirement.
  4. Estate planning: This service will ensure that your assets are distributed per your wishes and minimize the impact of taxes and other expenses on your estate.

At our company, we are committed to helping our clients achieve their retirement goals. We believe that retirement planning is a critical component of financial planning. We work diligently to provide our clients with the information, guidance, and resources they need to achieve financial security in retirement.

Contact us to learn more about our retirement planning services. Let us help you create a retirement plan for your unique needs and circumstances.

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Social Security
Pre-retirement income
Saving
I'll spend less
Inheritance

Social Security won't last

Myth

Social Security won't last.

Fact

Though the solvency of the Social Security program is an ongoing topic of conversation, if you're in or nearing retirement, it is not likely to materially affect you. Adjustments made to Social Security in 1983 have greatly improved the program's long-term viability.

Pre-retirement income

Myth

I'll only need 70-80% of my pre-retirement income during retirement.

Fact

Estimating the amount you'll spend during retirement is complex and unique to each individual. Oversimplified rules of thumb deceive more than they illuminate, like 70-80% of pre-retirement spending.

Saving

Myth

You can't afford to save for retirement.

Fact

You can start saving for retirement now. Everyone has access to a traditional or Roth individual retirement account (IRA), even if they don't get a plan from their employer.

I'll spend less

Myth

I'll spend less (and pay fewer taxes).

Fact

Depending on your goals, you may be spending more in retirement than you thought, especially if you travel, visit your children and pursue new hobbies and activities. Also, inflation can erode your purchasing power over time.

Inheritance

Myth

My inheritance will take care of my retirement.

Fact

Some people use the potential for an inheritance as an excuse not to save for retirement. But, unfortunately, there are too many unknowns to plan your retirement for this outcome.

Planning for your retirement with insurance?

It might be time to switch insurers whenever the service that your existing insurer provides doesn’t meet your needs. For example, if you have a poor claims experience or an unexplained rate increase, it might be time to consider other options

If you cancel a previous policy before a new policy is effective, you could run into some serious financial problems.

Contact us today to help you with multiple options to choose from.
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