How Do You Know When You're Ready to Retire?
Retirement planning is filled with ‘how do you know’ questions. How do you know if you’re saving enough? How do you know if you’ll have enough income in retirement? How do you know if you have enough to retire? We work to answer these with clients on a daily basis, and today we’re going to discuss how we work through these key retirement questions to help people find the right answer.
From income planning to savings strategies, Desmond provides practical tips and guidance for anyone working towards a successful retirement. Tune in to learn how to balance your savings goals with other financial priorities, how to determine the right amount of risk for your investments, and how to ensure you're financially ready to retire.
Here’s some of what we cover in this episode:
- How do you know how much income you’ll need when you retire?
- How do you know how much money you should have in your savings account?
- How do you know how much risk you should be taking with your investments?
- How do you know which retirement accounts (IRA, 401(k), etc.) are best for your situation?
- How do you know when you're financially ready to retire?
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Lumberton Office
4910 Fayetteville Road
Lumberton, NC 28359
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2565 Ravenhill Dr #2D
Fayetteville NC 28303
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Wilmington Office
620 Market Street
Wilmington NC 28401
Elizabethtown Office
100 N Lyon St
Elizabethtown, NC 28337
Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.