Life Phases

Are you planning on retiring someday? Based on the lifestyle you desire, how much money will you need? Will you spend all of your savings, or preserve a significant portion for future generations?

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Having a financial plan is crucial, especially as you approach retirement. It’s not just about your investments; it includes strategies to retire your debt before you retire. Considerations for the coming years include existing financial obligations, travel and recreation, long-term care insurance, medical expenses, and other anticipated retirement expenses.

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The key question is: Can you afford to live the lifestyle you dream about in retirement? You don’t want to outlive your money, but this is the time to enjoy life. How do you make all the financial pieces fit together?

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We can help you build a realistic retirement plan, whether it’s just around the corner or if you’re already there. Call us, and we’ll help you address these important issues.