“Is my current financial plan up to date and complete?”
“Are there any weak spots in my safety net?”
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 compelling if you are recently retired. Higher inflation and taxes significantly impact the GAP.
Three key risks a complete financial plan needs to deal with:
Market Risks – bubbles / adjustments – retirement / sequence of returns (distribution timing)
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 to increase by 50+% 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! To learn more, visit How We Help – click here or via Zoom, click below:
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 above to schedule a chat.
Kai-Zen an accelerated savings plan – learn more here
To learn more on how to fortify your future income. Request information via email – click here
To learn more about financial guarantees – Click here
For detailed explanation of this effective program, click on the link below:
Easy DIY education via “ilia” – click here and review Kai-Zen at your own pace.