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What Will Your Golden Years Look Like?

You are never to young to start planning for your retirement! We are here to make sure you understand all of your options for saving, protecting, and building the wealth you need to enjoy the life of your dreams.

A good first step in laying down an effective game plan is to take a look at your current financial picture and answer a couple of important questions.

  • How much have you already saved?

  • What age would you like to retire?

  • What are your current living expenses?

  • What is on your retirement bucket list?

  • How much will you roughly need to live comfortably?

Start looking at the Social Security System, Medicare, Long Term Care Insurance, and Living Benefits programs so you can effectively evaluate if you will be financially comfortable, or will have limited means. When you have a clear picture of what the future may hold, we can help you map out the proper course.

Make a list of any retirement income you may be entitled to.

  • Social Security

  • Pensions, Royalties, Residuals, etc.

  • Your Investment Portfolio

  • All Savings accounts and Vehicles

Next, it is important to become familiar with the main retirement vehicles, their pros and cons, and their tax ramifications.

  • Traditional and Roth IRAs

  • Employer-sponsored Plans

  • Stock Plans

  • Non-qualified deferred compensation plans

  • Annuities

If you are self-employed or a small business owner, your needs are much different from those of employees or large corporations. As you can see, there are many factors to take into consideration when beginning to plan for retirement. If you are feeling overwhelmed or don't know where to begin, have no fear... Financial Solutions of Texas will take you by the hand and make sure your every question is answered and every need is met. There is nothing that we like better than creating a full proof plan to help you achieve all of your retirement goals and more. We believe you deserve an abundant fun lifestyle when you are ready to enjoy it!

Schedule a call to get your questions answered and let's get started today to build a beautiful future!


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