RETIREMENT PLANNING

It's been said that most people spend more time planning their vacations than their retirements. The hard truth is that most people will spend more time in retirement than all of their vacations throughout their lifetimes combined. Therefore, it is important that genuine consideration be given to the planning process needed for a successful retirement.

SIT DOWN WITH A FINANCIAL COACH TO DETERMINE THE PATHWAY THAT WILL BEST HELP YOU ACHIEVE YOUR RETIREMENT GOALS

People don't plan to fail, they only fail to plan. So... PLAN!

A PLAN IS SOMETHING YOU DO PRE AND THEN MAINTAIN POST RETIREMENT

How much will I need in retirement?

Your coach can help you determine the amount needed by considering three things:

  1. The effect of inflation before, after and during retirement. 
  2. How much you should either have saved (if contemplating retirement) or the amount that you should be saving to achieve your retirement goals and objectives.  
  3. What reasonable withdrawal percentage rate is needed to achieve long term success for retirement.

SIT DOWN WITH A FINANCIAL COACH TO DETERMINE THE PATHWAY THAT WILL BEST HELP YOU ACHIEVE YOUR RETIREMENT GOALS

I am coming up on retirement and I'm not quite sure which income option I should select from my pension plan.

You may have a retirement plan at work and/or be eligible for retirement benefits through a company or state retirement plan. Your coach can help you review and select your best income options if you’re coming up on retirement. All the while, helping you to maximize your benefit while providing for your survivor as well.

Talk to a knowledgeable coach
Our coaches can help you. Learn about the value of having a coach