Start Planning
IT’S NEVER TOO EARLY TO START PLANNING FOR RETIREMENT
The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road.
That’s no easy task, however. Tax rules regarding retirement plans are complex. Each benefit plan has specific requirements as outlined by the IRS and it’s important to understand the tax implications of your retirement planning choices.
If you’ve already started saving for retirement, are you confident that you’re saving enough to live the comfortable lifestyle you deserve or that you have your money in the right retirement plan for you?
If you haven’t started saving for retirement, we will help you figure out a plan that works for you and your family.
RETIREMENT PLANNING SERVICES:
When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience. Here’s what we do for you:
- Evaluate your current financial situation, including assets and liabilities
- Create a budget that addresses your retirement goals, including how much you need to contribute to your current retirement plan to pursue those goals
- Review your Social Security account to determine the best time to begin taking your benefits
- Make sure that you understand how other sources of retirement income affect the retirement planning process
- Determine whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation
ISN’T IT TIME YOU STARTED PLANNING FOR A MORE CONFIDENT FINANCIAL FUTURE?
Whether you’re already retired, close to it, or just getting started in your career, it’s never too early to start thinking about retirement planning.
To get started simply fill out the contact form below or give me a call. I’m happy to help!
FINANCIAL PLANNING CHECKLIST
- Have you determined your short- and long-term financial goals?
- Are you saving and investing sufficient sums to fund your short- and long-term goals?
- Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
- If you are an employee, are you getting the optimum from your employee benefits?
- Do you have an "emergency fund?"
- Do you have adequate insurance?
