The five to ten year stretch before you are ready to retire is a critical time in your overall financial strategy. During these last few years, you’re likely to be making some important decisions that can make or break your retirement timeline.

The good news is, we’re here to answer your questions and to help you create a customized plan for retirement that meets your current needs and long term objectives. In the meantime, here’s some information on retirement planning to get you started.

Deciding When You Should Retire

One of the first things you should do when starting to strategize for retirement is to figure out exactly when you can actually retire. Rather than picking an age out of the blue, it makes sense to sit down and crunch the numbers to find out when you will have enough to live comfortably. Luckily, if you have a general idea of what your income and expenses might be, you can estimate how close you are to retirement.

Understanding Your Retirement and Investment Options

Successful retirement planning is far more than just accumulating assets, but requires a holistic approach. It’s about taking the time before you retire to understand all the options, minimizing risk of uncertainty as you get closer to your goal. Thinking through your retirement needs and lifestyle will help you make the right decisions to achieve your financial objectives.

While every retirement plan is unique, you’ll likely want to discover tax-wise investing strategies and review your options with account management, identify sources of retirement income and create a withdrawal plan that works for you. 

Taking the Guesswork Out of Retirement Planning

Successful retirement planning can get overwhelming fast. When you’re ready to start exploring the options, we can help. Let us take the guesswork out of your retirement plan so you can accumulate, protect and organize your wealth with confidence.