Retirement Funding
Together, Tom and Susan have so much education, training, and
experience in the area of retirement planning and funding; they could not
only write a book (and probably will someday), they could fill a small
library. But don't worry, we know you're not visiting the retirement
section of our site to read a book. We'll keep this short and pithy.
There are a couple of well worn sayings among financial
professionals about retirement. One goes, "the average person spends more time
planning their vacation than planning for their retirement". The other is
"most Americans don't think about the act of retiring ... 'they just do it'."
We're not so sure these sentiments still apply to most
Americans. In the aftermath of the recent financial crisis and the
associated severe market downturn, there are many folks now wondering if they
will be able to retire. So let's look at a systematic approach to
retirement planning and funding.
First, consider the following questions.
Just
what does retirement mean to you?
What
decisions do you need to make?
What is
the right way to do it?
Second, follow our four Steps to the right way to do
it.
Inventory.
What assets are available?
Assess
your family situation.
Is there a move involved?
What other changes are in the offing?
Create
your own paycheck.
Review
your investment portfolio.
Is it right for this stage of your life?
At retirement, you will be required to do more
financial planning than you had to do during your whole life -- and all at once!
Be prudent seek the advice of a financial professional. Give us a call at
800-262-2086 to set up a no obligation appointment.
