Do I have enough for retirement? There are numerous factors that affect our answer but one question all advisors ask is: “How much do you need during retirement?”

Rather than come up with one lump sum monthly amount, we suggest clients review their budget and breakdown their expenses into “needs, wants & wishes.” In addition, we suggest coming up with a high and low range for each goal as “ideal & acceptable.” Doing this allows us to run many “what if” scenarios to help you answer the retirement question.

If you are wondering if you are on track for a comfortable retirement, let us know and we can run some projections for you. Ask us for our retirment lifestyle workbook to help get you started.