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You
would like to retire someday, or at least know that you can.
Appropriate
planning can give you peace of mind knowing that you are not likely to
outlive your assets. Additionally, it can make all the difference in retiring
a few years early, traveling more, or spending more time with loved ones.
You have worked your entire life to support yourself, and your loved ones.
Retirement is a time to enjoy the fruits of your labor, and the sooner
you start this process, the better your chances are of reaching your goals.
Our
Process
In order to determine if you can maintain your same standard of living
throughout your retirement years, it is necessary to have a complete review
of the following:
- Current
expenses
- Retirement
assets
- Investment
assets
- Social
security benefits
After
a review of your current financial situation is complete and goals are
set, projections will be run using several scenarios (variety of returns
on investments,
inflation rates, and spending patterns). Graphs
and tables are used to display growth and longevity of assets, including
expenses.
Retirement
Projection
Scenario
1-7%
Retirement
Projection
Scenario
2-6%
Managing
today's assets to achieve tomorrow's dreams.
Legacy Wealth Management is a
registered investment advisor. The purpose of this website is for the
distribution of general information. Any examples are hypothetical, actual
results may vary and none of the information is meant to be personalized
to those looking at it.
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