Retirement Funding

Grow your wealth now in order to maintain your lifestyle in retirement once your income stops.

To get a quick calculation of what your social security check will be, visit www.ssa.gov/OACT/quickcalc/.

These days, retirement can last decades, so we must rely on personal or family initiative for a comfortable retirement.

Build wealth by spending less than you earn.

For objective financial information on all stages of life, visit the site hosted by The American Institute of CPAs at www.360financialliteracy.org.

Keep it simple by having a portion of your income deposited automatically into an investment account. Low-cost diversified mutual funds are suitable investments for just about everybody.

Do-it-yourself investing for starters: Consider easy-to-use target retirement fund through Vanguard at www.vanguard.com

Online investing with low cost advice: Consider www.assetbuilder.com.

A local advisor can provide personalized attention, review your situation, provide advice and motivate you. He or she can help you see your future more clearly and help you realize your investment goals.

Feel free to call our office for referrals to financial planners.