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02. Retirement Planning
What Is Retirement Planning?
Retirement planning involves determining retirement income goals and what's needed to achieve those goals. Retirement planning includes identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk.
With life expectancy and retirement ages rising, the desire to retire early has also increased. To make such dreams a reality, most people require upwards of 25 years of savings. That’s why it’s vital to plan now to ensure you are financially free and independent on your own terms.
Retirement planning is all about ensuring you can still live the lifestyle you’ve worked so hard to achieve, even when the salary stops. In this new phase of your life, where you have more free time than ever before, you want to feel confident in the fact that every financial need can be taken care of without worry.
The trick to retirement planning is to start saving as soon as possible to get the most from compound interest. A fund with 40 years to grow is more beneficial than one started a year before you retire. It’s not what you save, it’s when you save.
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With over 25 years of experience in the finance industry, I have helped countless clients secure their financial future. My expertise in investments, tax planning, and retirement strategies allows me to provide exceptional service to all my clients. My goal is to provide each client with peace of mind knowing that they have a plan in place, and their future is in good hands.