are you ready to retire

In a recent retirement planning study,* respondents were asked eight questions about retirement, including the estimated amount of savings they would need, what percentage of savings should be withdrawn each year, and how many years someone retiring at age 65 should expect to live in retirement.

Not only did many miss the mark on these key retirement questions, but the study concluded that a number of retirement myths and misconceptions were holding them back, including those who are 55 or older whose retirement is less than ten years away.

As wealth advisors, we believe that helping to educate individuals and families about retirement planning, investing, estate planning, and other important financial topics is an integral part of helping people live the life they desire both now and in retirement.

If you have questions about retirement planning or other financial concerns, please don’t hesitate to reach out to us at 830-609-6986. It’s why we’re here!

* Fidelity Retirement IQ Survey, 2017
** This communication is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.