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Retirement Planning

Retirement planning, in a financial context, analyzes current net worth and cash flow to maximize retirement contributions for later in life and minimize taxable income currently. The goal of retirement planning is to achieve financial independence. The process of retirement planning aims to:

  • Assess readiness-to-retire given a desired retirement age and lifestyle. In other words we assess whether one has enough money to retire
  • Identify ways to improve readiness-to-retire
  • Helps the client with financial planning knowledge
  • Offer ides for money saving practices

As your financial adviser I can help you develop your retirement plans. I can walk you through such things as investments (i.e., stocks, bonds, mutual funds); real estate; debt; taxes; cash flow (income and expense) analysis; insurance; defined benefits (e.g., social security, traditional pensions). Together we can come up with a perfect strategy to ease you into retirement comfortably.

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