Nowadays, people are living longer so retirees are spending 30 years or more in retirement.
- Determine your current situation.
- Obtain the current value of regular accounts, pension plans, IRAs, and company tax-deferred savings plans
- Plan ahead if you want to elevate, or at least maintain your standard of living going forward.
- Invest in tax-deferred savings plans and tax-efficient sources to achieve your desired outcome for retirement.
- Estimate your future Social Security benefits.
Shea WealthCare will work closely with you to review all pertinent information and goals, resulting in a personal roadmap that will get you where you plan to be (not just where you hope to be).