Retirees

Retirement is an exciting time. If you are new to retirement it can also be a major adjustment. Your paychecks have stopped, and it is now up to you to make sure your nest egg can produce dependable and sustainable income.

If you have not formulated a comprehensive financial plan, then this is the time to move forward.

Determining an effective long-term retirement strategy is a complicated, time-consuming life decision. It’s also an emotional one. There are so many factors to consider for today’s retirees such as:

  • How long will my money last?
  • What is a safe withdrawal rate?
  • How much risk am I willing to take on?
  • How will taxes change and affect me?
  • What insurance plans should I make?
  • How should I plan for my legacy?

And the list goes on. The smart investor will stay as objective and flexible as possible when planning around retirement.