Retirement Planning

Retirement planning can feel overwhelming, but I’m going to make the process less stressful by breaking it down into three simple steps. We’ll start by creating a budget and projecting our income and expenses over the next few years. This will give you a better sense of how much you can save for retirement and will highlight where you can reduce your expenses. From there, we’ll choose the appropriate investment vehicle to minimize your tax burden. Finally, this guide will help you select the correct asset allocation based on how many years until you expect to retire and your risk tolerance. It’s also important to point out that it’s nearly impossible to project out more than a few years, so this will be an iterative process as your financial situation changes.

Calculate Retirement Savings

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Please reach out to contact@enlightened-capital.com for any custom spreadsheet requests. 

 


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