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Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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A Plan for an Intentional Retirement

October 19, 2020

Those approaching retirement today and looking forward to it in the next couple of years have likely navigated their entire life with a sense of purpose, and exiting the work market full time doesn’t mean you give up this purpose. A recent survey of retirees found that 55% of them said that retirement was viewed by them as a new chapter in their life.

That same study identified that over 95% of retirees felt that it was important to continue growing and learning at every age. In order to accomplish retirement goals and continue driving forward with a sense of purpose you need to be financially prepared.

Asking yourself some of the tough questions and engaging the right team of professionals can help you navigate this new process. This includes asking yourself questions, such as:

  • Will I still be able to retire at the age that I intended to?
  • How will retiring at different ages impact my Social Security benefits?
  • Will I need to prioritize some of my goals because I don’t have the security that I anticipated as I get closer to retirement?
  • How will I incorporate estate planning intentions into my existing financial strategy and retirement options?
  • What role, if any, does philanthropy and charity play in my overall financial strategy?

It can be very rewarding to approach and live through your retirement purposefully but it is hard to do it alone. Having the support of a dedicated team of estate planning professionals and financial experts can help provide important questions and insight as you navigate this process.

Our NJ estate planning law office is here to help you no matter what questions you have on the process.

 


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more