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Retire With Confidence And Financial Independence

When you think about retiring, you deserve to feel excited about enjoying your golden years. We want to help you foster that sense of confidence through our retirement planning resources and tips. No matter if you're in your 30s or 60s, our professionals are ready to help you enjoy financial independence.

Breaking Down the Basics

Regardless of your financial goals or stage of life, it's a good idea to have a timeline and end goal for your retirement plan. Even if you have an individual Roth IRA or an employer-sponsored retirement plan, you may not fully understand the retirement planning process. Steps include:

  • Creating a risk strategy
  • Mapping out a retirement timeline
  • Tallying your expenses
  • Creating financial goals
  • Understanding your investments' tax implications

Sometimes, retirees include estate planning services and insurance policies as part of their plan.

Sharing Planning Tips

If you only have a few years to go before reaching the age of retirement, think about if you wish to retire or work a few more years. If you want to work longer, let your employer know sooner rather than later, in case your company starts the process early.

You must also remember that Social Security also factors into your retirement plan. Our advisors can help you determine if you should expect to receive full or reduced benefits. We recommend starting SS benefits after reaching the full retirement age, so you receive more yearly benefits.

Contact Us Today

You need not operate in the dark regarding retirement planning. To learn more, call us at 423-262-4311 or submit a Contact Us form.

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