2910 North Swan Road
Investing for retirement doesn't have to be complicated. Begin by considering the lifestyle you envision in retirement. Most experts say you'll need roughly 70% to 80% of your current annual income to live comfortably. This could include sources such as Social Security and/or a pension, but it's probably wise to conclude that your personal savings will provide your primary source of income. A successful retirement savings plan starts with a few key points to develop a plan to achieve your goals.
Why do you want to retire? Understanding your why helps keep you focused on your goals. What are your WHY driving motivations?
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When setting your retirement goals, you should:
What goals to bring to our appointment to discuss:
What is your WHY? Why do you want to retire?
Short term goals?
Long term goals?
Now that you have your goals we can begin to find solutions to get you on track!