“Is my current financial plan up to date and complete?”
Approaching Retirement – Are you ready?
If not already addressed, 10-15 years before retirement is an especially critical time to make adjustments to handle retirement dynamics. Take a careful look at the gap. Assess how well your plan covers the gap. The considerations below are especially pertinent if you are recently retired.
3 key risks a complete financial plan needs to deal with:
Market Risks – bubbles / adjustments – retirement / sequence of returns
Capital Risks – Not having enough available capital for contributions in order to achieve your retirement goals. (are you saving enough?)
Tax Risks – 2026! could loose 50-60% to taxes – ouch (CBO estimates income tax may double by 2033)
Having a full and complete financial plan is essential. Our partnership with Protection Point Advisors enables us to stress test current plans and provide recommendations to fortify your financial future. We encourage you to request a consultation! Click here to contact us
Please take 1 minute to watch a popular low-risk solution designed to provide 40-60% more retirement income. Consider this program to be a personal “pension strategy” with matching funds to fill your income GAP. To learn more click on the link below the video and/or click to schedule a chat.