Financial Planning for a "Future You"

It can be hard to think about retirement, but you can make it easier on yourself by starting to plan for it early, getting advice, and deciding on a plan that you can put into action decades before you retire.



“Retirement is like a long vacation in Las Vegas. The goal is to enjoy it to
the fullest, but not so fully that you run out of money.“—Jonathan Clements

Frequently Asked Questions

How much money do you need to retire?
How do you retire early?
How long will my retirement savings last?
What is the multiply-by-25 rule for retirement saving?
What’s the difference between a traditional IRA and a Roth IRA?

How Much Should You Save for Retirement?

Typically, you’ll need upwards of 80% of your pre-retirement salary during your golden years. But exactly how much you’ll need may depend on:

  • Location: -when and where you’ll retire

  • Your Health and whether you’ll keep receiving employer-sponsored health insurance: -401k, Roth IRA's for example.

  • Whether you’re a two-income household: and if you’ll keep working part-time