You’ve spent your whole life working and building your nest egg. Now it’s time to put your assets to work so they can generate income for your retirement.
As you approach the golden years, our team can help answer such questions as:
- Should I consolidate my assets?
- How can I generate income from my retirement savings?
- Do I have enough money saved to pay my bills and afford a comfortable retirement?
- Will my assets last through retirement?
Developing a Financial Plan
Our team, along with Janney's Financial Planning Professionals, can recommend a financial plan to project a target income goal. Taking into consideration your monthly and annual expenses, current and future income sources and current market conditions, your Financial Advisor can help you identify a strategy to maximize the longevity of your assets.
Depending on the level and complexity of your retirement income needs, we can help with the following:
- Develop a budget for every day expenses.
- Provide multiple models for retirement spending patterns using a variety of analysis strategies.
- Calculate required minimum distributions according to your projected tax bracket and new tax laws.
- Propose solutions to help overcome projected shortfalls.
