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Think of a retirement plan as a roadmap for your financial future. It helps you stay on track and provides peace of mind about where you’re headed. To get started, consider key questions like: At what age do you want to retire? When should you begin saving for retirement? What sources of income will you have once you’ve retired? By addressing these questions, you’ll be better prepared to navigate your path to a secure and comfortable retirement. read more in the article below. #wealthplanning #Retirementplanning #wealthadvisor #financialplanning #riskmanagement https://lnkd.in/gnfKgjSF

Retirement signifies a well-deserved achievement, a significant turning point in life. It should be a period of anticipation and joy, an opportunity to indulge in activities that bring happiness and contentment. Currently, retirement is marked by increased flexibility in accessing your pension savings. While this offers many choices, it also gives rise to numerous queries. Retirement planning, accompanied by crucial decision-making and understanding various options, might seem daunting, especially with the escalating cost of living affecting several financial plans. This is where the value of professional retirement advice comes into play. We can help you simplify major decisions by clarifying your options, instilling confidence in your choices and ensuring they are beneficial and tax-efficient. #retirementplanning #pensionadvice

Retirement planning is often surrounded by myths that can mislead even the most diligent savers. Many believe that CPP and OAS will cover all their needs, or that they can start saving later in life without consequence. Others think that their current lifestyle will seamlessly transition into retirement without adjustments. These misconceptions can derail your financial future. In this article, we’ll debunk common myths about retirement planning and provide actionable insights to help you secure a comfortable and stress-free retirement. Read on to learn how we help our clients at #DewAshrafandAssociates navigate the complexities of retirement planning with confidence and clarity. https://lnkd.in/gCaBMVcX #Retirementplanning #Financialadvisor #Retirementmyths #Peaceofmind

This article from Athene's does a great job of describing the "buckets" approach for retirement planning. This strategy is one of a few that can be employed by your financial advisor to help plan for a comfortable retirement. https://lnkd.in/eZCXcPn8

To live the retirement they want, clients need to address the risk of longevity to their strategy. See how you can help clients prepare for a longer-lasting retirement.

Local Expert Articles! Did you know nearly half of Americans don't have enough savings for retirement? A study found the median retirement savings for families is just $5,000. It's a warning sign that we all need to plan and save for our future now. This section will discuss different retirement accounts. Knowing about these options will help you […] https://bit.ly/3KrV7fU #LynchburgsBest #LocalExpert

Are you ready for retirement? ?? Retirement planning should not be conducted as a one-and-done process or approached through cookie-cutter questionnaires that gather your data and plot your retirement income and expenses. An asset depletion analysis is an important process that helps you track your savings process and keep your wealth management strategies aligned with your retirement goals. Check out more here: https://hubs.la/Q02DL6210 #retirementplanning #financialfreedom #retirementgoals ????

If you think #SocialSecurity will fund your whole retirement, it may be time to think again. Use the strategies in our latest article to build a plan for retirement income confidence. Read it now! https://lnkd.in/eAxZehWG

Wondering if you're on track for retirement? It’s crucial to create a financial plan to see how your savings stack up against your retirement goals. While some suggest having $1 million saved, a recent survey found that many retirees have far less and fear outliving their savings. To ensure you’re on course, it’s essential to know where and how you want to spend your golden years. A solid financial plan can help you identify areas where you’re succeeding and those that need more attention. Curious about how to measure your retirement readiness? Check out the article below for more insights. What’s one step you’re taking today to secure your financial future? #RetirementPlanning #FinancialGoals #FutureSecurity #GoldenYears #FinancialPlanning #Finance #Retirement #ScottMallernee #APOFinancial

If you're following the coast FIRE strategy , you should already have a retirement account that is saving, with the help of compound interest, to cover your traditional retirement without any further contributions