Friday, February 2, 2024

Retirement Readiness Guide

White PapersRetirement Readiness Guide

 

According to a Q3 2021 Pew Research, 50.3% of US adults age 55 and older shared that they were forced into retirement.1 While this research was done during times of the Covid-19 pandemic, it does beg a good question.

If you had to retire right now, could you afford it?

If you’re lucky, you will retire exactly when you want to. Unfortunately, many are forced into retirement. Whether due to failing health, losing a job, or otherwise.

In this guide, you’ll get a retirement readiness check-up 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

Retirement Readiness Guide

In this guide, you’ll get a retirement readiness check-up that will help give you a clearer picture of where you are in regard to being able to retire.

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    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.

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    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.

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