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Planning For Living the Retirement You Imagined

A Retirement Lifestyle Designed for Comfort

As exciting as living in retirement can be, it is also a life stage characterized by a series of new challenges and budgeting you might not be used to. Living in retirement with a financial plan and a realistic budget can help you balance your current and future needs, while also considering the legacy you want to leave behind for your loved ones.

Frequently Asked Questions

No matter what’s happening in your current stage of life, we can help towards gaining the confidence you desire to move forward on your financial journey. How? Here are a few examples of the questions our clients may ask:

  • What should my monthly budget be, now that I’m retired?
  • Do I have enough money saved to maintain my lifestyle and still leave a legacy for my loved ones? 
  • How should I make changes to my investment portfolio, and when should I make them?
  • What should I do with the funds in my workplace retirement accounts? 
  • How should I take my pension distribution? How can I maximize my Social Security benefits?
  • What do I need to know about Medicare?

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Guidance Toward Living a Sustainable Retirement

Risk Management

Investment Management

Wealth Management

Estate Management

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