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Retirement Income Planning

The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions.

  • Can you afford to retire?
  • What about early retirement--is it a possibility?
  • If you want to continue working, are there other considerations?

Your first step is to review your sources of retirement income and estimate your retirement needs.

Your lifestyle will play a big role in estimating your retirement income needs. We can help you to plan for this and to identify and plan for other factors that may affect you in retirement.

Social Security and/or Pension

Social Security and/or a Pension is an important source of retirement income. As you approach retirement, you will want to understand how Social Security and your Pension works.

  • How much will you receive from Social Security and/or a Pension?
  • When should you begin receiving retirement benefits?
  • What challenges is the Social Security system facing?
  • Is your Pension fund secure?

We have many resources available to help you make smart decisions in choosing the timing to receive Social Security and/or a Pension.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

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