It doesn’t have to be harder to retire
Inflation is making everything more expensive. Stock markets are all over the place. A lot of people feel that it’s getting harder and harder to retire — especially at age 65. It’s a common topic that’s talked about when anyone comes for a visit with the financial advisors at ReJoyce Financial in Carmel.
The certainty of pensions and Social Security is questionable. I think that relying on your own personal savings and assets is more important than ever.”
It doesn’t have to be hard to retire, but you need a plan. At ReJoyce Financial, it’s called a retirement roadmap. The individualized and personal plan offers suggestions on the best way to get to the finish line. The roadmap is created as the team of advisors and financial professionals learn about their clients’ goals, dreams, and desires. They’ll create a roadmap with step-by-step instructions to follow until retirement is in reach.
“The thing about our practice, and I love saying this, is that we retire people,” said Joyce. “A lot of people have a really expensive hobby called work. They don’t have to be working. We want our clients to retire and do what they want.”
Neighbors are advised not to delay in reaching out to a financial advisor even if they already have one. An advisor chosen years ago may not be the best style of advisor for your current financial wellness.