What Do I Need To Plan For Retirement?

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   Jim Winkler

   CEO/Owner, Winkler Financial Group, Houston, Texas

   That is an excellent question!!!! We could spend a whole lot of time on this, but I'll break it down to three things. The first: Decide how you want your retirement to look. Travel, quiet home living, move somewhere, what do you want to do to spend your days? Second, determine what that future will cost you. How well prepared for that future are you today? How long do you have to make funding it a reality? What kind of ground do you have to cover to ensure that it can happen the way that you envision it? The third: Put together a plan that gets you there, or as close to there, as possible. That plan has to account for your risk tolerance, safe financial living in the meantime, and the ability to create the income that you will need. Spend a little time and put together for yourselves a snapshot of where you are, and where you want to be. Once you have that, find an advisor that you can trust, and get started making your dream a reality. If you want to spend a little more time on the details, please feel free to drop me a line, I'd be happy to help you. Thank you for asking!

   Answered on July 23, 2014

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