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Retirement Planning

Do you know how long your retirement savings will last? It’s never too early, or too late, to start planning for retirement.

With the average life span increasing, many of us will have 30 years of retirement or more. Yet, an increasing number of people do not know when they will retire. Others have simply delayed their retirement.

  • Are you prepared for retirement?
  • Will your savings and retirement income be enough?
  • What forms of income will you have?
  • Do you know what your income needs will be at retirement?

I can help you answer these questions:

  • Am I saving enough for my retirement?
  • How will inflation affect my retirement income?
  • I’m retired now, how long will my savings last?
  • How much retirement income will my investments provide?
  • What are the best retirement investment funds for me?
  • How much can I contribute to a retirement plan?
  • What will my investments be worth at retirement?
  • I’m self-employed, how much can I contribute to a retirement plan?
  • How long will it take to double my money?
  • Taxable vs non-taxable savings comparisons
  • How should I allocate my assets?
  • How can I protect my assets from probate and estate taxes?
  • What is my potential estate tax liability?