Retiring in 5 years
As you approach your retirement it is important to have a firm grasp on what your income stream will look like, what your tax obligations will be and what accounts you should draw from first, second, third. On top of the logistics, this is a time to consider how you will find fulfillment in this new chapter. We can help.
Retiring in 10 years
You still have time to add growth to your retirement savings. Properly investing your income and utilizing financial vehicles such as life insurance, annuities, asset allocation and tax management can help to position you and your family for a comfortable retirement while ensuring you leave the legacy you want to leave.
Retiring in 15 years
Though your retirement may feel like a distant or intangible goal, we all know how time can fly. Setting up a plan for the rest of your career and learning how you can make your hard-earned dollars work for you now and in the future is an opportunity not to be passed up. If you are considering your long-term plan and what you can do to save as much as you can, grow as much as you need to and pay as little in taxes as you have to, then we should chat.
Read Articles and Listen to Radio Shows that Discuss Retirement Planning and More
Five Financial Fundamentals for Your Retirement
These fundamentals are specifically designed to help prevent your portfolio from the kind of market volatility that occurred this past February – and which we did not see much of last year. Today Karyn goes through all five of them to help you make sure your plan and nest egg are protected.
Picking The Right Retirement Date
Do you have an idea of when you want to retire? Whether you have that or are still in the process, Jon and Karyn talk about the factors you need to take into account when deciding when to pull the trigger and making sure that the decision you make is the right one for you.
Like the Idea of Retiring Sooner?
Who doesn’t, right? Even though more Americans are retiring later, more people would prefer to call it quits sooner. But that’s easier said than done – especially if you don’t have a rock solid plan to do it. Today Jon discusses the things you can’t overlook if you plan to retire early. Including trying to save more, allowing for health care until Medicare eligibility kicks in, and seven other factors you need to have locked down if retiring sooner rather than later.
Four Pathways to Retire with Confidence
People get excited about the idea of retirement – but they may also question whether their nest egg can handle it. Jon and Karyn discuss the questions people have such as whether investment decisions are the best ones, or how to pay for healthcare and cover taxes. Making sure your money is positioned properly will help make sure your retirement will be everything you want it to be.
Maneuvers For Heading Into Retirement
People are looking for ways to make their lives better – and if they are quick and easy, that’s even better. On this week’s episode of Retirement Evolved Jon and Karyn discuss some of the easy ways you can position your money so that you are optimally prepared when your retirement arrives.
Eight Pillars to A Sound Retirement Strategy
They include assets, income, protection and more. They are the features of building a retirement plan in a similar way that a house is built – with a strong foundation. Jon and Karyn talk about all of these pillars that go into your retirement foundation and the best ways they can work for you and your plan.
Are you ready to secure your envisioned retirement?
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Have a conversation with one of our advisors to learn how to leverage these tools, learn about our five pillar planning process, get started on a path to a more confident financial future.
