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When we arrive at retirement, it’s important to acknowledge that we are at a point in life that represents a regime change of sorts. Up until that point, we have spent a large part of our lives allowing other things and people to control our time. Simultaneously, we will have also spent a large part of our lives preparing to take more control of our time. How will we have done that? We accumulate the wealth needed to support the retirement lifestyle that we want. So, retirement is all about the preparation and fulfillment of taking more control over your time.
The reality is that not everyone will experience the same financial results—some will have an easier time producing the results they want, others will have a harder time. Typically, financial output (retirement, in this case) is reflective of the input (the planning and decisions that have taken place in pursuing goals). That being the case, we have designed our client experience to maximize the input.
There are many kinds of retirement plans and retirement accounts out there. From employer-sponsored retirement accounts such as a 401(k) to individually owned retirement accounts such as an IRA, things can get a bit tricky to navigate. Some basics about some of the most discussed plans:
A partner who can help you prepare for retirement is your most valuable asset, especially one who is certified and specializes in retirement planning. You should work with someone who focuses on completing an assessment of income needs, gathering necessary and pertinent information, and producing a comprehensive plan to fulfill your vision for retirement. Further, any advisor with whom you partner should have the proper perspective that any plan will take time and regular improvement to ensure that it is sound and will endure.
Partnering with an advisor for your retirement planning needs can help you avoid making mistakes that will prevent you from a fulfilling retirement. The best advisors have the experience, training, certifications, services, and passion to help individuals prepare for, and enjoy, retirement, and to identify the potential issues that could derail progress. We possess all of those attributes, but especially the passion we have for helping clients achieve success. We would love to help you do the same.