If you are one of the many Americans who plan to retire in the next five to ten years, it’s time to determine what shape your retirement savings are in.
Individuals nearing retirement have many decisions to make and lots of options to consider. First, there’s the decision of how best to handle retirement savings such as 401(k)s and determining how pensions and Social Security benefits will affect retirement income and lifestyle choices throughout the years ahead. Other things to consider include healthcare and long-term care expenses, longevity, and legacy planning if there is a desire to leave a benefit for family or a cherished cause.
Our Strategy
Many of the decisions made at these moments will have a lifelong impact, so it’s crucial to have knowledgeable and experienced guidance throughout the process, which includes but is not limited to:
- Assessing your full financial situation
- Taking stock of all your assets and liabilities
- Determining how sources of retirement income stack up against anticipated expenses
LET US BE A DRIVING FORCE FOR YOU
Trust Mainspring’s team to ensure that each financial component of your life is kept in harmonious motion with the others. We invite you to contact us, today!
