Retirement planning in Syracuse, NY and the surrounding areas that will give you emotional and financial confidence.
LET US TAKE THE STRESS OUT OF YOUR RETIREMENT PLANNING
When you think about your retirement, your main focus may be on whether or not you have enough money to retire. In fact, that is the first thing people ask us when they come into our Syracuse, New York office. While that is a large focus in your retirement planning, there are many other pieces to the puzzle you may not be aware of.
“It’s not just your finances we’re planning, it’s the quality of the rest of your life.” – Harold Evensky
As part of your retirement plan, there are 2 boxes that you have to check off to have a successessful retirement. One is the financial box and the other is the emotional box.
Factors That You May Not Be Aware of While Planning Your Retirement:
A Plan For After You Retire
In order to retire successfully, you need to have a plan. What will you do? Will you work part-time? Will you volunteer? Do you plan on moving away from Syracuse, NY or the surrounding areas? What will be your reason for getting up in the morning?
Retirement Planning to Help Prepare You in the Best Way Possible
We are goal-driven. Our goal is to help our clients think clearly, manage their emotions, and make great and intelligent decisions when it comes to their retirement. Retirement planning is not a one-size-fits-all.
What We Will Do Together:
Make you feel comfortable and confident in what your personal retirement plan will be.
Do a calculation based on industry standards to look at the probability that your money will last as long as you do and perhaps create a legacy.
Tax loss harvesting- evaluating your portfolio to keep your taxes as low as possible.
Prevent the sequence of returns risk by looking at your allocation in all of your investments to make sure that the risk element is correct, given your timeline.
Mitigate the timing risk through planning, so that you still have growth in your portfolio.
Devise a plan once you retire, so you stay healthy and content.