After a lifetime of hard work, you’ve earned a comfortable retirement. For most people, a happy retirement starts with having the financial security needed to afford your lifestyle.
The good news is that by researching your options, developing a retirement plan that works well for your unique needs, and partnering with a trustworthy financial advisor, you may increase the chances that you have a financially secure retirement.
Envisioning your retirement lifestyle
Establishing a practical timeline for retirement
Understanding retirement savings vehicles
Investing in additional retirement planning strategies
Managing risk in retirement
“You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.”
Adam Phillips, CFA, CFP® - Director of Portfolio Strategy, EP Wealth Advisors, LLC