Times have changed - Your retirement is not going to be like your parents - rewarded at 65 with a gold watch, a guaranteed pension, and health insurance for life. For many people, retiring in this new century is a mystery. Earlier generations of workers could rely on employer-provided pensions, but now many workers will need to rely on their own work-related and personal savings plus Social Security benefits. These savings have to last longer because peoples are living longer, often into their eighties and nineties.
Americans are living longer and healthier in their retirement life. Retirement can be a time to explore new possibilities or to slow down and fully enjoy the life you spent your working years building—or it can be a bit of both. Regardless of your path, you want to ensure that this phase is as financially secure and satisfying as it can be- a process that ideally begins with your first job and continues even after retirement begins.
Here, you can take my expert guidance on all the elements that contribute to a good retirement: saving and investing; planning; maintaining your health; identifying activities and work to suit you; and, of course, being a well-informed consumer.
The process begins with a detailed interview. At Truvestor Wealth Management, we synthesize this information with empirical analysis using tax-efficient planning strategies to preserve and grow your wealth. We analyze business and personal circumstances to establish a balance of income and growth that will fit your needs both now and in the future.