RETIREMENT PLANNING
retirement planning -
plan for freedom
from reviewing your social security to setting up automated savings, we’ll help you figure out how much you need, and how to get there. we also manage your retirement investments and accounts — so your future stays on track, without the stress.
helping you plan
retirement is different for everyone based on their lifestyle and goals. with our budgeting tools, we help you determine how much to save for retirement and make a plan around that. we also review your social security statements to give you a clearer picture of your future income.
start early, automate
the earlier you start, the easier it gets. we help automate your savings to retirement accounts to make investing in retirement simple and consistent -- without even having to think about it! after all, building wealth is about habit, not hype.
retirement investments
we can act as your personal portfolio manager -- helping manage your 401(k), IRA, or other retirement accounts with a long-term strategy in mind. we can even set up additional retirement accounts, so your retirement plan grows with you.
case example
one of jay’s former students referred her mother-in-law, who was divorced and struggling to feel that she could retire. at the time, she was 62 years old and worked as an AA counselor. her boss wanted her to work a long 50+ hours a week, so she came to us to explore retirement options. jay did her budget, looking at all sources of income (annuity, social security), and realized that she could
use her cash of $80,000 to pay off her $30,000 mortgage – allowing her to live on her retirement income alone!
she was thus empowered to negotiate to work 20 hours a week, plus enjoy her life in retirement.