What does the word “retirement” mean to you? Sitting on the porch? Fishing with your grandchildren? Starting your own business, or rolling up your sleeves and getting involved with your favorite philanthropy? At Tapparo Capital Management, we know that retirement can mean a time of boundless potential or endless financial worry, depending on how well you plan for it.
To achieve the retirement that you have always dreamed of, you need to consider a wide variety of challenges that your parent’s generation never had to deal with. For instance, with today’s medical advances and healthier lifestyles, life expectancies are becoming longer, and you need to make sure that you don’t outlive your resources. And as more employers drop their pension plans, the burden of saving for retirement shifted to your shoulders. Tapparo Capital Management can help you bring order to the chaos of retirement planning and give you the information and support you need to make informed decisions that are right for you.
We can help you explore all of your options and help you set the course for a successful retirement by answering such questions as:
When will you retire?
What kind of lifestyle do you want to achieve?
Are your goals realistic based on your current savings?
What are your priorities, and what are you willing to do to achieve them?
We can help you consider all of your retirement resources, from 401(k) plans and individual retirement accounts (IRAs) to Social Security and your taxable investment savings, and design a comprehensive retirement plan that gets you where you want to go. In short, we help you to achieve all that is important to you.
Never Too Soon
Did you know that if you have been in the workforce for awhile, you can check your Social Security statement by accessing it online (https://www.ssa.gov/myaccount/)? It’s true.
If you are 60 years or older, a...