How much will I need when I retire, and where will it come from? You are not alone in wondering about these questions. The important thing to know is that the answer is not the same for everyone. Your retirement needs are impacted by many factors and lifestyle choices.

Our Plan your Retirement Income video helps you understand what you need to consider when it comes to your retirement income and the importance of working with an Advisor. Some expenses to account for in your retirement plan:

• Mortgage, rent, home maintenance, property taxes
• Utilities, phone, internet, cable, satellite
• Healthcare, medical supplies, home renovations for accessibility
• Insurance (life, health, home, vehicle)
• Groceries, dining out
• Travel, leisure, entertainment, transportation

Having identified what you’ll be spending your money on in retirement, think about where the money will come from to cover your expenses. As your financial Advisor, I can help you take control of your finances and build a strong retirement plan. When you get the right advice on understanding what you’ll be spending in retirement and where that money will come from, it will help reduce worry and guesswork.

Watch our video to learn the considerations: Plan your Retirement Income video.

Contact our office today to discuss your personalized retirement income plan and various revenue streams.