Planning for Retirement

Retirement planning does not have to be stressful or difficult to understand. Your financial future depends on several factors including when in your career you plan to stop working, at what age you plan to begin retirement, and what you would like your retired years to look like. 

Retirement Considerations

You may have begun planning for your retirement when you were 25 — but on the other hand, you might be starting to think seriously about your post-career life as you approach this milestone. When you meet with us, we will work together to form a solid retirement plan based on your current finances as well as your wishes for the future. Consider the following questions:

  • Where do you want to live in your retirement? Will this involve moving or downsizing your home?
  • What type of retirement accounts do you already have in place? Have you set up an IRA, a Roth IRA, or will you receive a pension from a lifelong career?
  • Do you plan to work during retirement? Many people enjoy working part-time jobs even if they do not need the money. Other people plan to consult, start small businesses, purchase hobby farms, or sell homemade goods online. 

Get In Touch With Castle Investment Advisors Today

Retirement is a complicated topic and there is rarely a one-size-fits-all solution to the questions that arise in the retirement planning process; however, our experienced advisors can walk you through common scenarios and give you insight as to what you should expect in your current financial situation. We can work with you to meet your retirement goals, prepare your estate plan, and help you understand your tax situation after retirement. Contact us today to learn how we can best serve you.