WHAT IS Retirement PLANNING?
It is never too early to start making a financial plan for your retirement. With costs of living on the rise, it is a good idea to be as prepared as possible for your retirement years—and maximizing your comfort goes beyond simply saving money. You will need to employ financial strategies such as investing and setting asset targets during your working years.
Working with our Bethesda, MD-based retirement planning firm, you can receive comprehensive retirement services, such as:
Being able to retire comfortably requires more than just hitting a “magic number” in your retirement savings or choosing the right index fund for your Roth IRA. It requires a sophisticated plan that incorporates your goals and dreams for retirement, income sources and expenses, Social Security and Medicare, health and long-term care needs, tax optimization, and a thorough understanding of how and when to start withdrawing from your retirement investments without depleting your savings.
Whatever your financial goals may be, a comprehensive retirement plan can go a long way toward helping you achieve them. As a fiduciary, fee-only financial advisor, we familiarize ourselves with your situation and your unique needs for retirement so that we can tailor a retirement plan to fit you.