Retirement Planning
When was the last time you thought about what you might be doing in 10
years, 20 years, or even 30 years? At whatever point, now is the time
to plan your strategy for how you will make this happen. You will need
an income, health insurance, a place to live, along with some goals.
The sooner you realize that retirement is just an extension of living,
the better equipped you will be to plan for this event.
Some income sources include:
• Company Pension
• Social Security
• 401(k)
• 403(b), IRA's, Simple, SEP, Roth
• Mutual Funds*
• Annuities
• Cash Value Life Insurance
• CD's
• Tax Free Bonds
• Reverse Mortgage
The more of the above you have, the more income you will have available for your dreams and goals.
Why?
In years past, when a person retired, he/she didn’t even consider moving from the home-place. This was a place where children and grandchildren gathered in the summer and on holidays so leaving was unheard of. Not so any longer. People are selling off the large cumbersome houses and moving into condos or townhouses or buying property in a warmer climate. What might your plans be for your retirement years? Do you see yourself staying where you’ve always lived, traveling, or moving to some exotic place? You have a whole world of choices if you plan right.
Your retirement goals should match your lifestyle or the lifestyle you would like to have. Whether or not you reach your goals depends entirely on you…. You have the power to make your retirement dreams come true. You can start by:
• Getting your finances in order
• Making sure you have money set aside for retirement
• Staying healthy
• Writing down your plans and sticking to them
We are here to help. Just give us a call at 530.223.2704!
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