Running a Retirement Estimator
February 25, 2016Planner: Linda via 1 on 1 Consultation
Problem: He was looking forward to retiring in the next 4 years, and wanted to make sure he was on the right track.
Suggested Action Steps: We ran a retirement estimate, discussed maxing out his 401k, and opening an IRA for his wife who works part time.
Results: After two more financial coaching sessions, he felt confident that he was ready to retire at the end of 2015, two years ahead of schedule.
Testimonial: “Most of my plans were already in effect and the consultation confirmed that it is heading down the best possible route.” – Anonymous