The biggest expense you will ever have is retirement. So it’s not surprising clients want to spend a lot of time on this topic.
As you approach retirement, we can help you calculate how much to save to be able to retire when you choose. Once you are within five years of retirement, the planning becomes more involved. Read Countdown to Retirement to see the types of topics we cover.
Creating a spending strategy for retirement is achieved by running detailed cash flow analyses that consider different income streams like portfolio income, Social Security, pensions, company payouts, varying expense levels, increasing health care costs, taxes, inflation, inheritances, giving to children and charities. We can play “what if” with these analyses to test the parameters of when you can retire and how much you can spend.