Planning for Retirement

Planning for retirement requires careful consideration and strategic planning. The most common questions on this topic are, “When can I retire?” and “What do I need to start doing now to make sure I’m set for retirement?”

At Mercer Advisors, we work closely with you to create a retirement plan that helps you achieve your long-term goals. We take the time to understand where you are and where you want to go. This isn’t a “set it and forget it” approach – we work with you regularly to update your plan as things change and evolve.

We have worked with thousands of clients to create retirement plans that provide them with the greatest chance of meeting their retirement goals. Let us help you create the plan that gives you the confidence that you deserve.

We will help you think through questions that come up as you’re thinking about your financial future. Questions might include: 

  • What do I need to invest now to retire at 50?
  • How can we maximize our retirement savings and assets while we are still employed?
  • How can we ensure our retirement income will maintain our standard of living?
  • How do we juggle financial priorities connected to family expenses (e.g., paying down student loans for children)?
  • What options do we have for long-term care and healthcare expenses in retirement?
  • How can we use tax-advantaged strategies and vehicles to enhance our level of preparedness?

A Guide to Retirement Planning and Readiness

Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. Whether you’re just starting your professional journey or are nearing retirement age, taking proactive steps to plan for your future can provide confidence and a comfortable retirement. 

Retirement Planning – Focusing on What we Can Control

Regardless your life-stage, planning for retirement is imperative. However, starting a plan is within your control. Speak with your wealth advisor to start planning for a brighter tomorrow.

Ready to start planning for retirement?