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Planning for your retirement and deciding when to take the leap will probably be one of the biggest financial decisions you will ever make in your lifetime. This is the moment in your life you stop working for your paycheck and instead let your savings provide that income, preferably in comfort. How much you saved will likely be the largest determining factor of when and how you will retire. And how much you save will depend in large part on how long you've been saving, how much you are saving annually, and your investment's rate of return. We can't control when you come to us, but once you do, we can help establish a retirement savings program that can help to provide a secure retirement.
We take the time to truly understand your individual circumstances and tailor a financial and investment plan that is customized for you and your family. Whether your retirement is 30 years in the future, you're retiring next month, or you've been retired for the past 10 years, we believe our time-bound approach to investing and emphasis in comprehensive financial planning can help us give you the best possible chance of financial success.
Diversification, like compounded growth, is key to the long term success potential for nearly all investors. Click here for a more in-depth and illustrative explanation of this simple investment tool, and how portfolio volatility can effect long term rates of return.*
Who likes paying taxes? Opening and funding an IRA or similar qualified investment has the potential to lower your overall tax bill by thousands of dollars annually, while helping you save and build wealth for retirement.
I recently read an article that shocked me, a third of baby boomers in and nearing retirement have less than $25,000 saved. I believe much of this deficit in savings centers on education on the subject, and the feeling of helplessness when trying to tackle such a large obstacle
Regardless of whether you’re confident or not, it’s important to have an idea about how much healthcare may cost in retirement. By putting the costs in better perspective, you might be able to better understand what you can pay for and what you can’t.
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you.
*Diversification is an investment strategy that can help manage risk within your portfolio but it does not guarantee profits or protect against loss in declining markets. Investing involves risk, including the potential loss of principal. (05/20)