Coordinated Retirement Planning

The amount you will need in retirement depends upon a number of variables, including the age you plan to retire, your desired retirement lifestyle, how long you expect to live, and the rate of return that you expect to earn on your investments. Social Security and employer-sponsored pension plans will likely provide a smaller percentage of your retirement income than they provided for your parents' retirement income.

One or more of the following strategies could help you to maximize your retirement income:

  • Retiring at a later age
  • Saving more before retirement
  • Spending less during retirement
  • Investing to earn a potentially higher rate of return on investments while still feeling comfortable with the level of risk involved

We can help you determine which strategies make the most sense given your retirement objectives.







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