Retirement planning case

Get a weekly roundup of our market insights. Sign up for the MarketMinder email newsletter. This guide addresses some key questions many face when planning for retirement.

Retirement planning case

For more information, contact us. A family asked us to provide an independent assessment of their overall finances in a comprehensive manner.

They wanted advice about how they were doing and what they should be doing differently across every aspect of their financial life.

The family wanted an arrangement that provided them advice for a fee with no strings attached. They wanted to receive advice, explained in a simple and organized fashion, and be able to implement ideas on their own.

After gaining an in-depth understanding about them, their goals, and their resources, RFC analyzed their situation as if we were in their shoes and worked to create a plan of action.

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The family achieved greater understanding and were able to adjust many aspects of their finances to improve their situation. Small Business Financial Planning Story: A successful business owner hired us to prepare a comprehensive financial plan for their family and practice.

We were able to identify and share ideas on making the most of their financial resources in ways that were easy to understand and implement. RFC helped ensure that they were preparing smartly for their upcoming and future financial goals. We suggested various risk management strategies for their personal and business finances.

Based on our work, they could make decisions quickly and confidently, understanding that they were taking a logical, consistent approach.

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A hopeful retiree hired our services to evaluate whether she was on track to retire at She had an investment advisor she was satisfied with, but wanted an independent assessment. Her main concerns were whether she had been saving and earning enough to stay ahead of inflation and provide income throughout retirement.

Having saved her whole life, she was very nervous about transitioning from collecting a paycheck to having her investments generate an income. We analyzed her financial situation and generated a comprehensive financial plan that laid out a step-by-step retirement plan.

She learned that she could retire at age 65 without worry and possibly even enjoy an improved lifestyle in retirement. RFC implemented the recommended strategy for her and consolidated her investments.

Just as planned, at age 65, she kicked off retirement by fulfilling her life-long dream of a trip to Italy. A widow hired RFC for comprehensive financial planning and investment management services. Prior to hiring RFC, she handled her investments on her own through accounts held at a large national firm.Hopefully this case study has given you some ideas on ways in which you can evaluate your potential retirement dates.

Run various scenarios, use the retirement cash flow tool I’ve created for you, and compare it to online retirement calculators as a cross check against any single tool. Oct 01,  · Retirement Planning is a puzzle for many people and most people are confused about it.

Let us try to simplify Retirement Planning with the help of a case study Abhishek and Aishwarya is a couple living in Pune.

Retirement planning case

Gail Buckner, CFP®, presents a case study of a fictional couple that represents the real challenges many people face in financing their retirement. A secure, comfortable retirement is every worker's dream.

And now because we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances.

Retirement Income Solutions, Inc. is the area’s first-choice resource for comprehensive investment management and retirement planning.

Case Studies - RFC Financial PlannersRFC Financial Planners

We are an independent financial advisor committed to upholding the highest level of integrity and putting our clients’ best interests first. The university offers the opportunity for employees to plan for their long-term security through retirement planning programs designed according to the overall compensation philosophy.

As a part of the comprehensive compensation package, the university will automatically contribute to a retirement.

Retirement Planning Information and Tools | Chase