Living in retirement
After a lifetime of work with honor it is time to relax and ease into a different lifestyle. This is your retirement. It is time to reflect upon your relationship with, and use of, your wealth in this new phase of life. How you want to live and enjoy these years is the primary driver. Our financial guidance will help you create a qualified retirement fund withdrawal process as well as a strategy for your non-retirement funds.
Bringing withdrawal rates back to Earth
Retirement is a significant transition. It can be a wonderful phase of life and new retirees may have no experience with the process. Many of our clients do have a “someday” list of the things they always wanted to do. Our team considers your spending desires and matches those against your revenue sources, such as retirement plans, IRAs and personal assets. Our team’s job is to help you reach your life goals so you may enjoy your new phase of life.
The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.
Are you prepared for longevity?
Your retirement might last three decades or more, so it’s crucial to take a long and fulfilling life into account when you create your financial plan. Our knowledgeable team can help guide you in exploring the possibilities.
