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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Do You Need a Financial Plan Before a Retirement Strategy?

Most people nearing retirement have thought about when they’ll exit the workforce for years. Perhaps the age at which you’ll leave has changed or maybe you’ve decided to continue working part-time. Even if you’re younger and have just started contributing under a company match policy, you might wonder about the recommended next steps.

The truth is that a financial plan and a retirement plan work together. While your retirement plan is about getting you to a specific point at which you no longer want or need to work, it’s also a component of your broader financial plan.

Investing money for retirement is a daunting process for so many, who may be concerned about making their retirement savings last for years after they leave the workforce. Furthermore, the unknowns of possible healthcare costs can raise many questions around retirement age, too. Given that one in four Americans will develop a disability during their lifetime that may render them unable to work, you or your spouse may also miss out on full retirement savings or have to exit the workplace even sooner than you expected.

Checking in on your retirement savings progress can be done during regular meetings with your financial professional. Our team is highly experienced at helping you see how retirement and investing, among other aspects, all fit together as part of your financial plan. We know it can be hard to pull together all the answers to your projected future now, but the good news is that you don’t have to etch everything in stone. With the right financial professionals helping you, your plan becomes an adaptable and usable one that you can return to over time and adjust as needed.

If you have a retirement plan but no overall financial picture, meet with our team to discuss your options.

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
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more