Ask yourself these questions:
Will I be able to retire when I want to? How much income will I need at that time? Can I rely on government programs to provide part of the income that I'll need? What impact will inflation and taxes have on my savings? How will my savings plan be affected if I become disabled before I retire? How much income will my pension from work provide for me? What concerns will I have if I plan to travel in my retirement?
Apple Planning Services Inc. Comprehensive Pre-retirement Planning, will show you how to establish a personalized plan toward accomplishing your retirement goals. More importantly, you’ll be able to take a lot of the uncertainty out of what your financial picture will look like in retirement. Imagine the impact of a critical illness or need long term care on your long term savings plan; think of how quickly such an event could deplete your current nest egg. In addition to tax-advantaged savings plans, we can also help you with Travel Insurance - Out of country & province medical.
Are you in the Retirement Risk Zone?
* Only Mutual Funds and related products referenced are offered through HollisWealth Advisory Services Inc.