Preparing for Retirement

Your retirement planning starts with one simple question. What lifestyle do I want when I retire?

Next you need to consider how much to save in order to live in your desired lifestyle. Say your goal is a yearly retirement income of $80,000; you may require over $2,000,000 in investments to achieve that. What’s right for you?

At Retirement Pathways we can help you find the answer by sitting down with you and discussing your goals for retirement. Do you plan to travel often? Buy a new home? Buy a vacation home? Move closer to the grandkids? Have you considered your health care expenses?

Depending on these goals, and the phase of life you’re in, we will help you formulate a retirement plan and income strategy to help you be prepared when you choose to retire.

Retirement and Health Care Planning Resources:

Social Security site
Click Here

U.S. Government Site for Medicare
Click Here

Find help in your community
Click Here

Find benefit programs for medications
Click Here

Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.