Retirement 360

Often, the MWA advisors hear these questions from our community. The top three concerns are: How much income will I need? When will I take out Social Security? How do I select my retirement date? There is no one plan that applies to everyone in the same way. That is why it is so important to have a game plan in place. Some families will want to maintain their current standard of living, other might want to hitch up a Winnebago and hit the open road. That is why an individualized plan is so important. These two families will have different goals and will require different strategies. Depending on your goals and the needs of your family, you should be asking yourself how can you get there. By working with an advisor, and one who is a fiduciary, they will help lay the course to a stress-free retirement, making sure all your needs are covered along the way.