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
Get More Bang For Your Annuity Banking Buck
Annuities can provide guaranteed income for retirement, one of the few instruments which can do so. But are they worth it, given some of the costs like commissions, or fees, or other penalties which surround having one? Jon and Karyn discuss this issue and provide tips on how you can determine if an annuity is right for your situation.
The Three Stages of Retirement
The go-go, slow-go and no-go stages of retirement each have their own lifestyle needs and financial considerations. Today Jon and Karyn talk about how to plan for each, what your money likely will go for, and how to make sure you have enough of it when and where you need it.
The Biggest Retirement Myths – Debunked
There are eight big retirement beliefs that actually are not true, and they cover topics like Social Security, investing strategy, and even financial professionals in general. Today Jon discusses these areas and more that you should be aware of so that you and your retirement savings are not led down a primrose path.
Three Keys to Keeping More In Your Pocket
There are plenty of hidden costs for retirement accounts – fees, commissions, trading costs for mutual funds and other securities, and many others. Today Jon and Karyn talk about what these are, how they are buried or maybe not even listed on your statement, and how knowing what these are and how to work around them could save you a lot of money for your retirement.
The New Tax Law and You
The Tax Cuts and Jobs Act of 2017 could be the most significant overhaul of U.S. tax policy in thirty plus years. How will it affect you when it fully takes effect for next year? Today Jon and Karyn discuss the winners and losers, the things which remain deductible and those which may not be any longer, and how you can plan for the new rates and how to take advantage of things this year to be sure you pay fewer taxes next year.
Is Your Balance Sheet Healthy Enough For Retirement?
Many people pay attention to things they can do to improve their physical health – but what about your financial health? Today Jon, along with associate Karen Damschen, discuss ways to make sure your money is in good shape. They go through various steps to assess the health of your finances, then to strengthen them by increasing savings and making sure things like health care costs are taken care of, among others.
Are you ready to secure your envisioned retirement?
Schedule a Meeting
Thank you for letting us know that you would like to meet with a member of our team. We will send you an email shortly to confirm a date and time.
Sincerely,
Your Retirement Evolutions Team
Your Time is Valuable
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.
