Life 2.0
We find that for most people planning their financial future and retirement nowadays is very different from our parents. There are so many alternatives to retirement we call it Life 2.0©.
Investments Just Right For You
When we start working together we will ask a lot of questions. Some people ask why so many questions? The answer is that we really care about our clients and want them to have the best end result possible. For different people that means different things.
For some it is having a secure lifestyle for others it may mean starting a new career. Some people want to start a business.The financial industry calls it “retirement” we call it life 2.0. With life expectancies getting longer and longer we are able to do more and more. So there is a lot more time that needs to be accounted for financially. Our parents had to plan for less than 20 years in retirement we need to plan for 40. We find that folks have ideas that are super interesting and if played out can fulfill a life long dream. We want to help fulfill those dreams. It is not so simple as it used to be when it comes to financial planning.
Retirement and Estate Planning
If you are a busy executive or a busy business owner chances are that you don’t think a lot about retirement. So even if you are successful at your job you may not be prepared with your retirement planning. Even if you think you are, how do you know?
Do you have all of the answers that you need in order to plan a successful retirement schedule? Are your new tax strategies factored in now that you are in retirement?
Do you have your family covered if something were to happen to you? How about if you become incapacitated? Does your family know what to do if that happens? Where is that information? Who does what? Is there someone or something to guide them through a scenario like that?
Are your beneficiaries set up properly? Do you know which documents need to be checked to make this happen?
Suppose you are sick, does your family know how you want to be cared for? Do you know how you want to be cared for in the event you are incapacitated?
The questions above are only scratching the surface of what we need to know about our clients to help them succeed in planning life 2.0. In this ever changing world with technology improving our lives also change. For all people the plan needs to change to account for the ups and downs of life. We like to use a plan that evolves with the client so they are always covered. So do you know if you are covered? If you want to know you can set up a free consultation by calling Roy Innella at 610-695-8748 or book online at talktoroy.com.
