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Retirement Income Planning

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Thinking about retirement and wondering where your income will come from once you are retired?

As retirement gets closer our thoughts can focus on what will retirement look like for me and how am I going toget there. Having a personalized plan will relieve some of the stress you might be feeling about reaching retirement goals. At Greenstone we can look at all your options and monitor your plan as the market changes, your personal dreams become clearer, unexpected expenses come up and as your retirement gets closer. 

Gathering information from your employer and Social Security, discussing your needs, helping you with timing and reviewing your options is how we begin. 

  • Retirement planning should include determining time horizons, estimating expenses, calculating required after-tax returns, assessing risk tolerance, and doing estate planning.
  • Start planning for retirement as soon as you can to take advantage of the power of compounding.

  • You're never too young to start and younger investors can take more risk with their investments, while investors closer to retirement should be more conservative.  
  • Retirement plans evolve through the years, which means portfolios should be rebalanced and estate plans updated as needed. 

Your retirement years should be ones that you enjoy and experience those dreams that you have been working hard to achieve. Greenstone can help you design a retirement income plan that fits your needs, and you are comfortable with. 

To learn more about how our Retirement Income Planning Services can help you, give us a call at  414.533.5353 or email us info@greenstonefinancial. 

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.