You are approaching an important point in your financial journey. For most, thinking about not receiving a paycheck is stressful. Considering rising taxes, your lifestyle, family, and healthcare only add to the feeling.
Now is the time to check-in and adjust your plans for retirement. Find out where you stand and build a plan to address your unique needs and concerns.
Why is Pre-Retirement Planning Important?
Retirement Planning is more than just saving money; it's about creating a strategy that helps you to be able to maintain your lifestyle in retirement.
Retirement Income Planning
Are you worried about having a stable income stream in retirement? Turning your hard earned dollars into income is an important part of preparing for retirement. Understanding and knowing the income you can depend on in retirement is an important first step.
Tax-Efficient Investment Strategies
Concerned about your current and future tax bills? Investing in tax-efficient strategies can help to reduce the taxes you pay now and throughout your life. Being more tax-efficient could help you to be more financially prepared for retirement.
Comprehensive Tax Planning
Are you concerned about the impact of taxes on your retirement savings? Taxes may impact you while you are working but can also have an impact on you into the future. Tax planning helps you take steps to potentially reduce your taxes now and into retirement.
Healthcare and Long-term Care Planning
Concerned about healthcare costs in retirement? Healthcare and Long-term care are important expenses to consider as you prepare for retirement. Medical and healthcare costs are growing each year and this could potentially impact your retirement. Planning for healthcare and long-term care could potentially reduce some of the stress of retirement.
Lamont Brown CFP®, AIF®, MBA Owner, Wealth Manager
