Sunday, February 25, 2024

Retirement Reality Checklist

White PapersRetirement Reality Checklist
Retirement Reality Checklist

If you had to retire right now, could you afford it? No matter where you are in life or where you are with your savings, growing your wealth starts with having a plan that works for various stages of your life. In this guide, you’ll get a retirement reality check that will help give you a clearer picture of where you are in regard to being able to retire.

In this guide, you’ll learn about…

  • Considering Medicare Options
  • Adjusting for Inflation
  • Paying Off Debt
  • Reevaluating Risk & Asset Allocation
  • Withdrawal Rates
  • Social Security Strategies
  • Tax Strategies

Tell us where to send this Whitepaper

    Tom Martin, WMCP®
    Tom Martin, WMCP®
    Tom Martin, is a financial advisor at Vaylark Financial Services, based in Hartford, Connecticut. He practices in the area of private wealth management offering comprehensive financial planning, custom investment portfolios, tax reduction strategies, risk management, estate and legacy planning, as well as advises on executive compensation and business owner profitability.

    Related posts

    Market Commentary: Bumpy but Feelin’ Right

    Last week, I noted the potential was high for a well-deserved break for stocks after...

    Preparing for College: Senior Year of High School Checklist

    While your child is in their senior year of high school, it’s the final push...

    Market Commentary: A Battle of Fire and Ice

    The Fed is stuck between trying to cool inflation and support the financial system. It's...

    Market Commentary: No More Hangover

    November, December, and January tend to be the best three months of the year for...

    Share this post

    Tom Martin, is a financial advisor at Vaylark Financial Services, based in Hartford, Connecticut. He practices in the area of private wealth management offering comprehensive financial planning, custom investment portfolios, tax reduction strategies, risk management, estate and legacy planning, as well as advises on executive compensation and business owner profitability.

    Most popular

    Connecticut Tax Deductions for 529 Savings

    Connecticut Tax Deductions for 529 Savings By Tommy Martin, Financial Advisor To encourage families to save for...

    The Complete Guide to CHET 529 College Savings Plans

    The Complete Guide to CHET 529 College Savings Plans By Tommy Martin, Financial Advisor In February of...

    Government Pension Offset (GPO) – What you need to know

    The Government Pension Offset or GPO catches many state and federal employees off guard, especially if they have a spouse that may receive Social Security.

    Categories