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Retirement Planning

Sound Retirement Solutions

Sound Retirement Solutions

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Take Control of Your Life

Factors affecting retirement planning

The number of years until a client retires

Time period beginning at retirement and ending at death

How much money you save will determine if you outlive your money

How much money do you wish to spend to live the lifestyle you desire

The estimate of the percentage needed to calculate a person's pre-retirement income to maintain their lifestyle at retirement. A good ratio is 70-85 percent of pre-retirement income.

Inflation diminishesour purchasingpower over time so it is best to outpace inflation every year

What will be your sources of income in retirement ie: social security, pension, employer retirement plan, rental income, royalties, investment income

Market conditions and volatility will impact annual returns.

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