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A Key Question...




Are you positive that you will have enough money to live comfortably in retirement? Chances are, not many of you were able to answer that question with a resounding "yes." Thus, we encourage you to come in for a retirement planning review. In this review, we will discuss your current retirement savings, your future needs, and ways to help get you there.

First, we will determine the value of your current retirement nest egg, which may include savings, insurance and employer retirement plans.

Then, we will look at how much money you will need for retirement. We will explore factors such as life expectancies, long-term-care costs, medical expenses and inflation. We will also discuss your particular goals for retirement. Whether you want to travel, enjoy hobbies, or work or volunteer part time, your style of living will determine your living costs during retirement.

Last, we will work together to create a financial plan that will help you meet your retirement requirements. We will choose investments that will help provide the growth you need, based on your risk tolerance and time frame for investing.

Together, we can implement a strategy that will help you plan for a financially secure retirement. Please give us a call or click on the e-mail button below if you would like to schedule a retirement planning review.

If you have questions about funding your retirement, please contact Paul D. Brick,  CFP®, Financial Advisor with Stambaugh Ness Financial Strategies. You may contact Paul at 717-757-6999 or 800-745-8233 or send an email to him by using the form below.
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Comments:

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any US tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Geneos Wealth Management, Inc is not affiliated with Stambaugh Ness.