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You are here: Home / Retirement Quarterly / Retirement Essentials Series: How to Start Retirement Planning Now

May 24, 2018 By Safe Harbor Financial

Retirement Essentials Series: How to Start Retirement Planning Now

Articles and Brochures to Get You Started Planning for a Happy and Safe Retirement

 

The Changing Story of Retirement

Is retirement so much different now than it was half a century ago? Will it be much different in another 50 years? Can we learn from the past — taking both the good and the bad — and prepare ourselves better for the future?

Tax Strategies for Retirement– Buckets Create Tax Choices

All potential taxes need to be understood and planned for by those who hope to have a financially comfortable retirement.

Roadmap to Retirement– The Role Financial Products Can Play

Helps you assess your need for retirement income down the road and construct a strategy to help you work toward reaching your destination. In doing so, you will learn the role an annuity can play in your overall financial strategy.

Who, What, When, How? The Social Security Decisions

Given the large number of baby boomers set to retire over the next 20 years and the relatively smaller younger generations feeding Social Security payroll taxes into the system, it is important to make informed decisions about when to begin receiving Social Security benefits within the context of your overall retirement income strategy.

The Value of an Objective Opinion

More people may choose to work with independent financial advisors who are not forced to sell only the proprietary products of a single financial institution; rather, they generally have access to a larger selection of possible solutions to help clients work toward their financial goals for retirement.

Will You Have Enough Income in Retirement?

Income needs in retirement are unique to each individual – so only you can really say how much income you’ll need. We can help you ask the right questions to arrive at the number that makes sense for you.

Your Retirement Income Planning Checklist

There are many variables involved in creating a retirement income strategy for today’s retirees. This article outlines 10 things to consider when working with a financial professional to develop a retirement income strategy.

5 Retirement Planning Missteps to Dodge

Through the years, we’ve identified five common mistakes people often make before they hit retirement. See if any of these sound familiar.

Filed Under: Retirement Quarterly

AE Wealth Management (AEWM)has no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of AEWM. AEWM makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein.

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Schedule a realistic assessment of your financial needs. We can help you work toward a confident and independent retirement. Send us a note or call us at (251) 625-1226 or toll free at (877) 251-1984.

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Ask Yourself Five Questions

Are you satisfied with your current retirement plan? Ask yourself these five questions to determine whether it’s time for a review of your retirement income strategy.

Take the Quiz

Is Your Retirement Portfolio Too Risky? (Or Too Safe?)

Find out your personal level of acceptable risk and reward with unparalleled accuracy. Cutting edge technology helps take the guesswork out of your financial future.

Learn more!

Retirement Essentials- Featured Article

Read Five Retirement Mis-Steps to Dodge, the 5th in a series of essential articles on retirement planning at home. Our goal is to help our clients plan for exciting, fulfilling futures, and we want to do the same for you. We’d love to help. Call us at 251-625-1226 for your free consultation.

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Safe Harbor Financial Services, LLC is our name and Safe Investing in the New Economy is the name of our radio show and they do not promise or guarantee investment results or preservation of principal.


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.


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