Transitioning to Retirement

You’ve spent decades working towards retirement, and now it’s just around the corner. However, as you approach retirement, you’re likely asking yourself some important questions. Are you financially prepared to retire with the lifestyle you’ve envisioned?  Will your retirement meet your expectations, or do you need to make some adjustments to ensure comfort and security?

Additionally, you need to consider if your estate plan can withstand the economic uncertainties, rising cost of inflation and planning for any market downturns.

Amid these uncertainties, it’s easy to feel overwhelmed, but you’re not alone. At FCA Corp, we are your guide and dedicated partner for your entire life journey and we are here to help you navigate these financial challenges and ensure you have a well-organized retirement plan that aligns with your expectations.

Some of the questions we help our clients answer:

  • When can I retire?
  • Am I ready to retire?
  • How much annual retirement income do I need to live comfortably in retirement?
  • Where will my retirement income come from?
  • When should I start collecting Social Security benefits?
  • How can I save more on taxes?
  • When should I adjust the risk level of my investments?
  • What plans should I have in place for my retirement healthcare needs?
  • Is a 401(k) retirement plan better than an individual retirement account (IRA)?


Living in Retirement

You’ve reached the well-deserved phase of retirement, but you might be grappling with a lack of confidence in your ability to maintain your current lifestyle. But, feelings of financial insecurity and concerns about rising costs and market uncertainties may be weighing on you. This should be a time when you feel self-assured and empowered to pursue your dreams, whether they involve traveling, spending quality time with loved ones, or indulging in your favorite hobbies.

As your unwavering partner, we are dedicated to instilling the confidence you deserve in the security of your desired retirement lifestyle. Our mission is to assist you in effectively managing your income, mitigating risk, diversifying your portfolio, and reallocating your assets as your life’s needs and circumstances evolve.

Some of the questions we help our clients answer:

  • How can I save more on taxes?
  • Are there better investment strategies I should be using?
  • Also, what will happen to my portfolio during the next downturn?
  • Will I be able to continue to live my current lifestyle with my current financial plan?
  • How can I best structure financial gifts and charitable giving?
  • During my retirement, what steps can I take to ensure that my retirement savings will last?
  • How will Required Minimum Distributions (RMD) impact my financial plan?
  • Have I properly planned my estate including wills, trusts, and beneficiaries?

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