Retirement Income Analysis
Would it be helpful to know how long your money is going to last? Would you like to know if you need to save more, or if you could spend more and still have enough to leave to your heirs? We sit down with our clients at regular intervals and review their financial landscape (income, investments, social security, debts, monthly budgetary need, etc.) to determine what type of income they will need off their investments in their future and how long their investments will last at that rate. This is a very useful tool to help navigate both your savings plans while working and your spending plans in retirement.