Retirement Planning

Retirement Planning

The Road Ahead

Working together we begin by getting a picture or snapshot of where you are today and where you want to be tomorrow. Yogi Berra once said, “If you don't know where you are going, you might wind up someplace else.” Yogi’s unconventional wisdom illustrates that without a road map it is impossible to chart your course. Developing a retirement road map will tell you if you are on course and what you need to do to achieve your goals.

A secure retirement may not be your only financial goal, but it’s probably the most important one. Scholar Wealth Management knows what it takes to get you there and can help you explore all of your options and answer such questions as:

  • When can I retire?
  • How much income can I generate in retirement?
  • Are my goals realistic based on my current savings?
  • Am I at risk of running out of money?

To help you find solutions to these questions your advisor uses industry-leading software to model different scenarios for achieving your goals. The models will highlight how different decisions, such as retiring a couple of years later or working part time, can impact your nest egg. While nothing in life is certain, prudent planning will help you to meet your financial and life goals. 

Work with Scholar and see the difference a thoughtful caring advisor can make.