Blueprint
Surveys consistently show that investors have a great deal of anxiety about social security, health care costs, caring for an aging parent, maintaining their lifestyle into retirement, inflation, and other issues that are wholly or partially outside of their direct control. Unfortunately, the typical response for many people is to avoid thinking about these issues by putting off formalizing a game plan.
On the positive side, the data suggests that calculating these numbers can significantly influence motivation. Of those who performed a retirement savings calculation, nearly half changed their planning and nearly 2/3rds started saving more.
Blueprint TM looks at your life, resources, and sources of income to produce an picture of what you can expect your retirement picture to look like
A simple one hour meeting to get to know you will allow us to see if we can be helpful as you enter into the most important time of your life. The agenda will focus on you and what you feel is important. We can also address any or all of the following:
- Look at ways of Maximizing Social Security Benefits and other sources of retirement income.
- Review your Beneficiary designations - to help you make sure your money goes where you intend it to go when you are done using it.
- Help decide whether a Roth conversion may be an option for your IRA.
- Review your retirement accounts, pensions, insurance contracts.
- Look at trusts, wills, POA’s to see if they are current and help do what you intend.
- Revisit your investment goals and discuss any anticipated life changing events that may impact your planning.
- Our advice is to set up a Discovery Session now—no matter your age, no matter how ambitious or modest your retirement goals may be. Planning is bringing the future into the present so that you can do something about it now.
Click HERE for a sample Retirement Projection |
