The 6 Steps to creating your retirement plan

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What's Inside:

Deciding what you want
to do in retirement
(and what it will cost)

Thinking about your
retirement income style

Tallying up
your assets

What are the steps to creating a retirement plan?

We’re all responsible for our own retirement. Figuring out how to make sure that you’re able to have the retirement that you want (and deserve) is a big job. And, unfortunately, there’s no magic formula for a successful retirement. It comes down to carefully assessing your situation and putting together a plan that will help you get where you want to go.

How can Retirement Researcher help me with my retirement plan?

There is no one best practice for retirement income. What will work for you depends not only on your goals, but on your comfort level. We’re here to help you identify your personal retirement income style, and let that dictate the framework you use to reach your best retirement.

I think [the Retirement Researcher team] does a great job and provides a valuable service for the in-retirement phase space, not just financial, but equally, and maybe more so, behavioral aspects.

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

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Travel in Retirement:

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