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