Retirement Planners of Texas’ Post

There's no universal answer to how much you should save for retirement — but it is important to be discussing these 4 steps with your advisor to better help you estimate an amount that's tailored to your situation. Contact me to start a discussion on planning for your dream retirement! [email protected] 919.829.2044

The shift from saving to spending in retirement means a new set of strategies to help you feel secure for the long-term. Read our guide to decumulation to learn how strategic spending can help you make the most of your savings. For a personal check-in, reach out and we'll discuss where you are now and a plan to help you work towards what you need for the future.

If you’ve ever asked yourself these questions: ⛱️How do I know if I’m truly prepared for retirement? ⚖️How do I manage the right retirement savings plan for my employees? We are here with customized solutions for all your financial concerns.

By making small behavioural adjustments to your spending habits, you could enjoy an additional financial boost that can be used for retirement. The key lies in imagining yourself in the future, rather than viewing your ‘future self’ as a different person. Treat your pension like a gift you’re giving yourself – you just can’t open it yet! If you need help with retirement planning, we can help you. Get in touch. #RetirementPlanning #FinancialAdviceSwindon #FinancialPlanningSwindon

Don't Gamble with Your Legacy! Dive into our latest blog: 'Estate Planning for Retirement: Don’t Leave Your Legacy to Chance'. Discover how integrating estate planning into your retirement strategy brings peace of mind and secures your loved ones' future. Click here to learn more: https://lnkd.in/gcDHDcTF

What if one pivotal question could shift your entire retirement perspective—and it's not about the balance sheet? On this Refired, Not Retired Day we invite you to explore these key questions that could redefine your retirement strategy. Question #3 could reshape your entire approach. 🔗 https://lnkd.in/eS7xZgqG

If you’ve ever asked yourself these questions: ⛱️How do I know if I’m truly prepared for retirement? ⚖️How do I manage the right retirement savings plan for my employees? We are here with customized solutions for all your financial concerns.

The shift from saving to spending in retirement means a new set of strategies to help you feel secure for the long-term. Read our guide to decumulation to learn how strategic spending can help you make the most of your savings. For a personal check-in, reach out and we'll discuss where you are now and a plan to help you work towards what you need for the future.

Are you ready to retire successfully? Planning for retirement involves more than just saving money - it's about aligning your financial goals with your personal fulfillment and emotional well-being. Have you factored in rising healthcare costs, inflation, and longevity into your retirement plan? Do you have a clear purpose that drives your decisions? Take our Retire Successfully Self Assessment to see where you stand and how you can better prepare for your golden years. Click here to take the quiz: https://lnkd.in/ggfeNDY7 #RetirementPlanning #FinancialSecurity #PersonalFulfillment #EmotionalWellbeing #RetireSuccessfully #FinancialArchitecture

There are two approaches we see clients take when considering retirement:   Approach 1- I have more money saved for retirement than I NEED. Let’s figure out how much I can spend each year and not need to worry about running out.   Approach 2- I NEED at least $150,000 a year to live on in retirement and I don’t know where it’s going to come from. Let’s figure out how to make that happen.   Which approach do you think is more common?