Do you want to know how much money you need to retire? Use the worksheet below to help you estimate. Although life circumstances may change, the worksheet can give you an idea of how much savings and investments you need to retire comfortably. If you’d like to speak to someone about financial planning, I can connect you with a professional in my network.

Are you ready to retire? Whether you plan to retire in the next few years or in a few decades, saving for retirement is likely a top priority. After all, many of us wish to maintain our lifestyles after we’ve stopped working.
 
This month, I’m sending information to help you figure out how much you may need to maintain your lifestyle in retirement. Although experts typically suggest saving up to 12 times your current income, the amount you’d like to save may be more or less, depending on the factors outlined on page one. For many people, the immediate demands of life and family prevent them from saving as much as they’d like. If that sounds like you, page two offers strategies to help get your retirement savings back on track.
 
Whether you’d like to save more for retirement or build funds for a down payment on a home, give us a call! We’ll connect you with a reputable financial professional in my network.