How Much Money Do You Need for Retirement?

I hate to break it to you, but there just is no magic number for how much you need in retirement savings.

Everyone’s situation is different and needs to be customized. Finding the right number for you depends on so many factors. When do you plan to retire? How do you want to spend your retirement? What will your health allow? How about family dynamics? It’s a lot to consider. 

Together, we can help you get clear on your goals by looking at a few specific areas. Think about what’s most important to you. What will make you look back from age 95 and say, ‘This has been a great retirement’? What makes up your happy place? We’ll start there, then look at how we can fund those visions. It’s an ongoing and evolving conversation.

Bringing your dreams into reality is tough. You only go through this phase of life once. That’s why it helps to have a trusted financial advisor on your side with the experience to help chart your path.

We’ve worked with hundreds of people making this transition and know how to adjust to both the successes and the struggles you’ll face. A plan can be perfectly constructed, but if it’s not flexible enough to withstand real life, it’s just not good enough.

It’s a highly personal journey. A.I. cannot help you with this. A human relationship with an empathetic and dedicated person sitting across the table from you, really listening to your hopes and dreams, makes all the difference. 

Give us a call so we can start these conversations, and help you retire to your happy place.