Financial guidance from any point in life

Retirement Is On The Horizon

Retirement Is On The Horizon

As you are approaching retirement, you will face many questions. When can you safely retire and maintain your lifestyle? If you retire, will you need some part-time income? Should you take Social Security early (62), late (70) or at ‘Full Retirement Age’? What are the best pension distribution options for your situation? What do you do with a lump sum payout? How do you minimize tax liabilities? What are the risks you face that you can plan for? Should you invest differently in retirement?

Approaching retirement

For our clients, retirement is a time for which they’ve planned.

They look forward to it. And if they’ve needed to, our advisors have helped them make adjustments along the way.

But if you’ve reached this point and you’re wondering about your retirement plans, don’t wait any longer. It takes considerable work and time to accurately determine the income your investments can generate, and to build in a safety buffer to help protect your retirement under difficult conditions. Our advisors are here to help with:

Above and beyond at Bacon Financial Advisors

The years ahead of retirement are a crucial time, not only for aligning your investments and finances, but also your expectations. Are you mentally ready for retirement or are you having second thoughts about the date you’ll leave behind the nine-to-five world? These unsettled feelings – and others like them – are normal. And our advisors are here to help you face important concerns with experienced insight and a reassuring voice of reason. They want to help ensure that the years leading up to your retirement are filled with hopeful anticipation rather than unanswered concerns and questions.

Retirement isn’t a date on a calendar when you stop working, it’s the part of your life where you can really start living.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bacon Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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