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

Get 1:1 insight on your finances today

Speak with Josh today for personalized guidance tailored to your unique situation. Whether you're struggling to manage your budget, looking to eliminate debt, or aiming to invest wisely, Josh can provide the expert insights and strategies you need to achieve your financial goals.

Grow your wealth
and get ahead

Speak with Josh today to discover how you can grow your wealth and achieve your long-term financial goals. Whether you're interested in building a robust investment portfolio, planning for retirement, or maximizing your earning potential, Josh can provide the personalized guidance and strategic insights you need to succeed.

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