Almost everyone is working towards retirement, but when it comes to planning, you can feel like you’re on your own. When you first begin your career, you must learn the ins and outs of the different accounts, then later down the road, it becomes a balancing act between responsibilities. And planning doesn’t end when you’ve clocked out for the last time, there are still withdrawal strategies and lifestyle adjustments to consider and plan for. If all this sounds overwhelming, don’t panic. We’ve pulled together all our resources, and as always, your team is here to help you navigate the path so you can live a life fulfilled in retirement.
The 4-1-1 on your 401(k)
Your journey to financial independence starts with your savings accounts. You likely have a lot of questions. What account is right for you? How much should you be contributing? Should you roll over your old accounts? Check out the resources below to get started.
Balancing Act: Saving for Retirement
Life isn’t all about retirement. You have other financial responsibilities and obligations, like saving for your child’s education or taking care of your aging parents. Plus, we all still want to enjoy our lives now. Finding the right balance can be hard. A financial planner can help you discover what works best for you, but in the meantime, these blogs can help you align your perspective with your goals.
The Right Retirement Planner
Searching for the right planner can be just as daunting as planning for retirement. Here are a few resources to help you find the right financial professional.
After the parties, the gifts, and the goodbyes are finished, there’s still planning to be done. A lot of it can be fun! You get to plan where you’d like to travel, what hobbies and interests you’d like to explore, where the best place to move is… the opportunities in your new chapter are endless! But you’ll also need to contend with post-retirement blues, tough questions about healthcare and aging, and some nitty-gritty financial planning details such as withdrawal strategies and Medicare.
Alas, life never falls into perfect categories. There are many circumstances that may affect you. A financial planner can create plan for your unique situation, and help you navigate challenges that may arise in the future. Below are a few of our blogs that may be pertinent to you.
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