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:
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.
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.
Our retirement income evaluation can help provide answers to these important questions: • What sources of income will I rely upon in retirement? • Will my income and assets last for my lifetime? • What expenses can I expect? • What is a sustainable spending level?
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