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Retirement Planning

Helping you make your retirement last a lifetime.

Neil T. Riordan, CFP®
Are you concerned about running out of money?

Nervous about retirement?

How about market corrections and how they might impact your lifestyle during your retirement years?

For your personalized Retirement Plan, call us for a quick phone consult and details. (410) 913-2332

Consider these startling facts:
  1. A couple retiring today at age 65 will need an estimated $197,000 in savings to pay for their lifetime healthcare costs - $260,000 if you include nursing home costs*.
  2. For retired couples, it is estimated that 1 out of every 5 dollars (20%) spent each month on expenses goes towards healthcare**.
  3. Between 2000 and 2009, healthcare costs rose 149% - four times faster than the average income***.
Retirement planning is too complicated for even the best designed website to illustrate. It takes a good old fashioned information sharing session to really get to know one another.

We have been helping folks just like you for 25 years - planning everything from your retirement dreams, to the unexpected healthcare issues.

The single most important retirement planning rule to keep in mind, is to guarantee adequate retirement income to cover your expenses for as long as you might live.

So whether it's working on your golf game, day-trips with grandchildren, crusises to Europe, or even making sure unexpected health issues are taken care of... we will show you potential solutions to fit your needs.

Setting up an appointment takes no time at all. Just contact us, and we'll set up a time that best fits your schedule.

*Source: 2010 study conducted by the Center for Retirement Research at Boston College
**Source: The Urban Insitute
***Source: Towers Watson Healthcare Cost Survey 2010 (active employee data) and Bureau of Labor Statistics, seasonally adjusted data from the Current Employment Statistics Survey August to August 2000-2009

Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force.
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