Financial Planning for Retirement

The dynamic process of beginning for figure out some of the big questions of retirement. Learn how to estimate your monetary retirement needs and then answer the two biggest questions I get…Do I have enough money to retire? And…Will my money last me a lifetime? We cover the various sources of retirement income and how to maximize them. Social Security, personal savings, employee benefits and more. Additionally, we will touch on cash balance plans and ideas that you might be able to use to defer additional money to your retirement pool and save on taxes. Then I review the tax implications of these various income streams, when to start drawing on them and how to incorporate all these decisions into a comprehensive plan.