Retirement Planning

RETIREMENT PLANNING is one of the main goals of most clients. The retirement planning process is aimed at answering that very important question:

Will I have enough money for my retirement?

Factors involved in determining the answer to that question include:

• Targeted retirement date

• Life expectancy

• Diligence in saving over the years

• Return on investments

• Level of future inflation

• Retirement income sources

• Return on investments

• Earned income replacement

• Size of legacy desired