Retirement Planning

Retirement Planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.


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Retirement Planning

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved.  At Genesis Financial, we take into account retirement savings (IRA,401K, 403B…), Pensions (if applicable), Social Security, and many other key pieces.

More about Retirement Planning

Will You Have Enough To Retire?

Income For Life

Average vs Actual Returns