Frequently Asked Questions
What is retirement planning?
Retirement planning begins at any age and consists of two primary components,
1) setting money aside on a regular basis in a tax-advantageous way, and
2) making intelligent investment decisions to grow this money so as to provide oneself a stream of income later in life upon retirement.
Retirement planning is best done with the aid of a financial advisor with an understanding in tax law, long-term investment strategies, annuity products, and more.