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Am I on track for a successful retirement, or will I run out of money?
My 7-Step Retirement Planning System was designed to help you identify what you need to do right now, and throughout retirement, to make this next chapter in life the best it can be.
Stop wondering, worrying, and hoping. Let’s get you on the road to the retirement you’ve been dreaming of your whole working life.
Which stage of retirement planning are you in?
Pre Retirement Gearing Up
- When will I be ready?
- Can I retire early?
- How should I invest my money?
- What’s my number - how much is “enough” to save?
- How do I know I won’t outlive what I’ve saved?
- What about market fluctuations?
- How will I fill my days?
Transitioning
Into Retirement Almost There
- How do I get my monthly income?
- How should I invest my money?
- How much social security can I get and when should I apply?
- How do I know I won’t outlive what I’ve saved?
- If I spend today, will I be okay long-term?
- What about market fluctuations?
- How do I take care of my surviving spouse?
Retired Starting the Journey
- Will my monthly income last?
- Are my retirement savings at risk?
- When is the best time to start drawing social security?
- How do I know I won’t outlive what I’ve saved?
- If I spend today, will I be okay long-term?
- How do I take care of my surviving spouse?
- How should I set up my estate for my beneficiaries to reduce taxes?
To help you understand your personal stage, I’ve created the Are you ready to retire? quiz. Walking through these questions offers guidance for your next steps in planning for a successful retirement.
Studies show that the #1 fear for retirees is outliving their money.
But there are plenty of other important issues to address. Do you even know the issues that need to be discussed with your advisor?
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Will I outlive my income?
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How do I get my monthly income?
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What do I do with the rest of my life?
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How do I know I’m ready?
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If I spend money today, will it
be there for me tomorrow? -
How do I protect myself
from financial ruin? -
How do I make sure I’m not
a burden to my children? -
What questions
should I be asking? -
How should I invest?
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Am I still on track?
New questions will keep coming up and time won’t wait until you’re ready. Let’s get started today.
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This communication is strictly intended for individuals residing in the states of FL, GA, MA, NH, NJ, OR, SC. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA- insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.