Individuals & Families

Client Needs & Life Events

Planning for Retirement

Text Size: Decrease Increase
Print
Transitioning into the retirement phase of life is one of the biggest changes that most people will face. Now is the time to develop or review your financial plan so that your retirement goals can have the greatest chance for success.
As you approach retirement, you may be experiencing mixed emotions and have a myriad of questions including:

  • Did I save enough money while I was working?
  • Will I be able to afford a comfortable lifestyle with my retirement savings?
  • How can I be sure that my retirement savings will last?

Preparing and managing your finances is an important determining factor in having a long and rewarding retirement. The objectives are security and comfort and knowing that your most important needs can be met.

You may wish to consider consolidating and protecting your accounts as well as creating an investment strategy that is aligned with your retirement horizon, risk tolerance and financial goals. Other factors that you may need to consider include:

  • Maintaining your lifestyle
  • Meeting rising healthcare costs
  • The future of your Social Security benefits
  • Any charitable contributions that you may wish to make
  • The preservation, and ultimately, the distribution of your wealth

Now is the time to develop and/or review your financial plan so that your retirement goals can have the greatest chance for success. Your financial plan may include any or all of the following components:

Retirement Plan 
Retirement Income & Cash Flow Planning
Ongoing Asset Management
Estate Planning

Contact your Janney Financial Advisor to get started.