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     Beginning to save for retirement now is the first step toward financial freedom later. Let us help you get started. You spent a long time creating an investment plan to increase your likelihood for a successful retirement. Because your money is invested in real world markets, there will naturally be some change and flux over time. Some of your goals will shift as you approach them too, giving you another reason to monitor and adjust your finances as time goes on. Make sure all your planning and dreaming counts for something, by staying on top of your finances as you move into retirement.

     Most people think life insurance is there to protect your family if you die before you retire, and that's true. But with its unique combination of tax and non-tax benefits, life insurance is a versatile financial product that can also help protect other areas of your financial life such as your retirement savings and strengthen the financial security of those you love. Life insurance can be used to meet a wide variety of post-retirement financial needs. 

     Since the day you started your first "real" job, you've probably gotten advice from all kinds of well-meaning people about how to prepare for retirement. With so many different roads to retirement and so many potential potholes how do you really know if you'll have enough to truly enjoy your life after work? Here are a few ways to help ensure you set realistic goals for the way you live in retirement.

     To calculate how much money you'll need in retirement, try this exercise. Visualize yourself in retirement and break out your anticipated expenses into "needs," "wants" and "wishes."  Your needs are your foundational floor and should include your day-to-day expenses for food, shelter and health care. Your wants are your discretionary expenses for things like travel, consumer goods and recreation. Your wishes should include your "stretch goals" these may include things like establishing an endowment for your favorite charity or setting up a trust fund for the grandkids' education.


22122 Sherman Way, Unit #307
Canoga Park, CA 91303

1(800)716-0906 Toll Free



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