Retirement is an exciting event in anyone’s life, but it can be daunting to prepare for. The process of saving and planning for retirement can be difficult to handle on your own. Instead of fumbling through this process, hire an expert financial planner from May Tree Financial Planning LLC if you live in Leander or Cedar Park, TX.
Our retirement financial planning services walk you through every step of the journey towards retirement. We will help you figure out what your post-retirement spending and taxes will be so that you have an accurate idea of how much money you need to save now. Our advisor can also offer guidance on where to invest your money.
Even if you were prepared for retirement before your divorce or the death of your spouse, these big events will have an impact on your retirement financial planning. As a divorced person, you may still receive some of what your ex-spouse has saved for retirement or benefit from their social security — if planned properly prior to the divorce being finalized — but this amount varies based on how long you were married and if you get remarried.
When you lose your spouse, whether through a divorce or death, the loss of income can greatly impact how much you can save for retirement. Your retirement plan probably needs to be reevaluated. Meet with our advisor to get an accurate look at your finances and to create a retirement plan that will work for your new circumstances.
It is never a bad time to start planning for retirement. Whether you just started your first job or you are already retired, we can help you create a plan to provide smooth sailing. Our expert financial advisor will help you reach the milestone of retirement.
Call us at (512) 817-0815, and schedule your free consultation to get your retirement financial plan underway.
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