Are You Ready For Retirement?

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How much do you need to save for retirement?

The biggest question faced by retirees or those working to save for retirement is “Have I saved enough for a comfortable retirement?”

To help you determine the answer to this question, we propose a discussion framed around these four questions:

  1. What do you expect from retirement and how can you fulfill those goals?

  2. How many years do you expect to be retired?

  3. Will inflation affect your portfolio over time, and how?

  4. Can scenario analysis help you to think about your retirement?


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5 Things You Need to Know to Be Sure You Are Ready for Retirement

Check out our FREE GuideAre You Ready For Retirement?

Call us at 203-458-6800 to get your hard copy of the Retirement Planning Guide.

Retirement Guide

Check out our FREE Guide – Are You Ready For Retirement?


Call us at 203-458-6800 to get your hard copy of the Retirement Planning Guide.

Required Savings Rate for Retirement

Percentage of annual salary. Assume $0 of Accumulated Savings at the Beginning Age

Retirement Planning - How Much Do I Need To Save?

*Assumes appropriate asset allocation for reasonable-risk investor through accumulation year. Also, assumes normal raises and, for retirement planning, an 80% wage replacement ratio at Social Security normal retirement age and includes Social Security retirement benefits. **At age 55, the person will realistically have to delay retirement until age 70. Source: Dalton, Michael A. Fundamentals of Financial Planning. Money Education, 2013.

4 Retirement planning issues you need to think about…

  1. What do you want from retirement?

  2. Retirement will probably be longer than you think.

  3. Inflation is the biggest financial risk you will face.

  4. Finally, What if it doesn’t go according to plan? 

Money is a terrible master but an excellent servant.

-P.T. Barnum

During the COVID-19 crisis, we continue to operate at our normal hours. We are available to meet by phone or virtually. To learn more about what we can do for you, give us a call at (203) 458-6800. 

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