Retirement Investment Planning
We provide retirement investment planning services in Arizona, and we’ll help you choose an investment strategy that meets your retirement goals — even if retirement is only a few years away. We can help you grow your wealth while protecting your assets and minimizing your tax liability. In addition to retirement investment planning, we can work with an attorney who can make sure your estate is secure through a variety of protective vehicles including wills, trusts and estate planning. As your financial guide, we’ll help make sure you have the information necessary to prioritize and reach your retirement goals.
We provide convenient investment planning services in our offices or in the comfort of your own home. We also offer informative financial seminars at no cost. Call an office in your area to set up an appointment or to register for a seminar.
By contacting us, you may be offered insurance and/or investment products for sale.
The Importance of Retirement Planning
Whether you’re within a few years of retirement or have longer to go, retirement planning is one of the most important things you can do for yourself and your family. Planning for your retirement doesn’t stop the moment you retire. You will still make active decisions throughout your retirement that can have consequences.
Because a successful retirement depends on more than just the performance of your 401(k) or IRA, it’s wise to work with a retirement planning professional. Focusing on your retirement accounts without looking at your entire financial picture is one of the most common retirement planning mistakes made. You’ll need to understand how your complete financial situation will affect your retirement goals.
The retirement planning advisors at Retirement Evolutions Wealth Management will help provide you with complete retirement planning services — from portfolio management to understanding wills and trusts. We can offer you a wide range of options and deliver honest recommendations.
Retirement Planning Professionals
Planning your financial future is safer when you use a personal retirement planning professional. We will assess your entire estate to help you determine your financial risks and provide the protection you need to assure a fulfilling retirement.
We’ll develop a retirement plan that helps address your financial portfolio, estate planning, insurance needs, and investments and helps protect inheritance to help ensure a lifestyle you can enjoy. We’ll help you prevent loss and provide the financial information to help you attain a successful retirement.
If you are already retired, your retirement planning professional can still help you build a plan. How you manage your portfolio will depend on whether you are in the early years of retirement or the later years, and our retirement planning advisors may suggest different strategies for each.
To find out more about our retirement planning services, call our office to schedule a complimentary session with one of our retirement planning advisors.
By contacting us, you may be offered insurance and/or investment products for sale.
LISTEN TO JOHN AND KARYN ON THE RADIO
Are We in a Corporate Debt Bubble?
2018 marks the 10th anniversary of the Great Recession of 2008. Despite a painfully slow recovery, U.S. economic growth has been sustainable. The stock and bond markets continue to perform well, unemployment is low and the economy is generally considered healthy and booming.
LISTEN
Getting the Facts Straight on Social Security
You may think you know everything there is about Social Security, but even today in the Information Age there are myths and misinformation that persist. Today on Radio Evolved, Jon and Karyn go over several long-held ideas concerning Social Security and explain the facts as well as dispel the myths so you can get the absolute most from your benefits.
LISTEN
The Building Blocks of a Confident Retirement
Some people still have a traditional pension waiting for them to provide retirement income, but most do not. There are many strategies and options available to build one for workers who don’t have one available. Jon and Karyn take a look at straightforward steps you can take to build that lifetime retirement income using many different sources – Social Security, home equity, real estate holdings, annuities, and more.
LISTEN
What Women Should Know About Social Security
By: Karyn Damschen
Women live, on average, ten years longer than men. Women also tend to earn less than men in their lifetimes, often due to working from the home raising children or caring for family members. Given these two facts, longer life and less income, it is important that women understand their Social Security eligibility and get the most out of their benefits. And 40% of recent women claiming their benefits were only 62 years old while only 3% were 70 when they claimed their Social Security– the age at which you would receive your maximum payout. If you claim your benefits early, you may receive a payment reduced as much as 30% of its possible value.[i] Since women may live over thirty years or more on that payout, it’s good to know your options. We encourage you to visit the Social Security website, or a local office, and look over your details, making sure everything is accurate.[ii] We may also be able to help you in this area.
LISTEN
Four Areas of Retirement Where Professional Advice Can Be A Difference Maker
Many things can be done on your own for retirement planning, but there are areas where having a trusted financial professional can be a great benefit. Today Jon and Karyn go over four specific areas such as Social Security optimization, tax diversification, and others, where professional help can help maximize your ability to be sure the income is there for your post-working years.
LISTEN