Planning for That Next Phase – Retirement

There are countless retirement calculators out there, and if you’ve used one or two, you might have somewhat of an idea of what you need to save for retirement in order to live comfortably. However, many calculators function very generally, and don’t take specifics into account when coming up with your final number. At rebel Financial in Columbus, our retirement planning services take every detail into account, and we focus on every aspect in order to give you the best answer for your finances.

We will look at what you want to do in your retirement, such as move closer to children and grandchildren, or travel around the country seeing all those sights that you’ve read about for years. We’ll look at your current income and any secondary income that you plan to receive over the coming years. We’ll consider your pension plan, properties that you own, and any other assets that you may be thinking of selling to contribute to your retirement savings. If you’re planning to move to a smaller residence after you retire, or relocate to a suburb with a lower cost of living, your savings estimate should increase. When all’s said and done, we’ll know if you need to save more or less for your golden years!

If you’re looking for retirement planning services with a personal touch, contact rebel Financial today. We’ve helped many people discover just how much they need to save to do the things they want or live the places they want after they retire. We look forward to helping you do the same!

Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.

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