This is a No cost, No Pressure, Analysis of your financial plan, and it’s yours to keep.
If you ask yourself any of these questions the Retirement navigator is for you:
- Will you have enough income to sustain the lifestyle you want?
- How will market volatility, inflation, and taxes impact you?
- Do you have a plan for optimizing Social Security
- Could you benefit from a forward-looking tax plan?
Our Tax lab section of the Retirement navigator is a forward-looking tax analysis that can compare multiple tax planning strategies and help you to compare what benefits you could potentially see through a forward tax plan. Also, determine what your break even and tradeoffs will likely be.
Airline pilots regularly work in a flight simulator to refresh and hone skills; they are faced with an unpredictable set of stresses and situations to address real time in order to be competent to land that plane no matter the weather or technical challenges.
We have a flight simulator of sorts too, called an Income lab report where we can stress test your retirement dozens of times with the winds of high inflation, the turbulence of unfavorable stock markets, modest Social Security adjustments, and longevity to 100.
You’ve only got one chance to ‘land your retirement’ – spend some time with us and our Income lab.
The Social Security Administration hired data scientists at an economic research bureau a few years ago to mine their decades of data to see how often retirees maximized their Social Security benefits – answer, only about 17%.
It’s common for folks to make the wrong claiming decision, leaving thousands on the table. Let us take your specifics for spin in our ‘Optimization Report’. This will offer a benchmark based purely on the math to start from.
Don’t make the mental mistake of linking ‘retirement’ to claim
This section of our retirement Navigator will take an in-depth look at your current investment holdings and produce a set of metrics to discuss your current risk, internal Fees, and stress test your portfolio through various market cycles.
Wills, trusts, powers of attorney are never an exciting topic. Having these issue left open and unaddressed we all know is unwise. Click below if you’d like to learn about some cost-effective ways we can help.