Retirement Planning Services
Saving for retirement is just a small piece of the puzzle when it comes to retirement planning.
From early on in your career, you’ve been saving for retirement. But building your nest egg is just the beginning. Creating your dream retirement begins with deciding what you want to do in your post-career years, and that answer is different for everyone. Take a few moments to consider these questions:
- Am I looking for a “traditional” retirement, or do I have a different vision for my future?
- What do I want to do after I retire? Would consulting or building a new business satisfy my need to continue a productive life?
- Is travel important to me? Where and how often do I want to adventure forward?
- Do I want to downsize my lifestyle in retirement? If so, what does that look like to me? Am I willing to relocate? If so, where do I want to go?
- Is there a dream that, if money were no object, I have yet to fulfill?
For every one of my clients, the answers to these questions are unique. And whether your retirement is on the horizon or already in process, I help you identify strategies to leverage your retirement savings to help you realize your retirement dreams.
Budgeting, forecasting, taxation, Social Security distribution strategies, and retirement account distribution strategies all play a role in helping you gain the greatest benefit from your lifetime savings. And no matter how well you plan, shifts in the market, unexpected life events, and other variables can have an unexpected impact on your income. I work with you to help you make optimal choices today, and manage your income through global and personal economic changes to help you make your retirement dreams come true.
If you’re currently working in the Massachusetts, my familiarity with the retirement plans at many regional employers—including Raytheon, The TJX Companies, Pfizer, the Massachusetts Teachers’ Retirement System (MTRS), and more—can be a significant benefit as we work together to leverage your corporate benefits package to support your retirement goals.
Contact me today to discuss how we can work together to help you uncover your retirement vision and put a plan in place to turn that vision into reality.