Why Retire Wiser?

Make sure your retirement plan is working for you.

RETIREMENT PLANNING CAN BE STRESSFUL

Many times the fear of the unknown is what keeps people from making the choice to plan properly for their retirement. Maybe it’s that they don’t know if they’ll have enough to have the retirement they want, or are just scared to look, but choosing not to take wise counsel can be detrimental.

Retire Wiser was created to help those in or nearing retirement take the stress and worry out of the retirement planning process and come up with a map forward, so that you can feel confident and have peace-of-mind.

RETIREMENT PLANNING CAN BE CONFUSING

The world of retirement planning has a lot of moving parts, and many times we take advice from well-meaning friends, neighbors, and family members, but unless they are licensed professionals, you should probably get a second opinion. We always get a second opinion on our health, why don’t we get one on our wealth?

Whether you have a pension, 401k, 403b, or 457 plan, the options and rules for making sure you are following the rules that the government has set up can be lengthy and dizzying. The financial educators that Retire Wiser has partnered with across the country share our belief that you should sit down with a licensed professional that can help you make sense of your options and maximize the benefits you’ve earned over your career.

RETIREMENT PLANNING CAN BE CONFUSING

The world of retirement planning has a lot of moving parts, and many times we take advice from well-meaning friends, neighbors, and family members, but unless they are licensed professionals, you should probably get a second opinion. We always get a second opinion on our health, why don’t we get one on our wealth?

Whether you have a pension, 401k, 403b, or 457 plan, the options and rules for making sure you are following the rules that the government has set up can be lengthy and dizzying. The financial educators that Retire Wiser has partnered with across the country share our belief that you should sit down with a licensed professional that can help you make sense of your options and maximize the benefits you’ve earned over your career.

RETIREMENT PLANNING DOESN'T HAVE TO BE SCARY

Retirement, though satisfying to be able to accomplish the goals you’ve dreamed of for years, can be a daunting task. Moving from one stage of life and career where you are focused on accumulation to the next stage where you are focusing on distribution is a massive shift. Making sure you have enough income for your entire retirement (so that you don’t outlive your money) is very important as people are living longer and healthcare costs go up in retirement.

Retire Wiser financial educator are committed to helping Baby Boomers and retirees make the right choices about their retirement savings, so that you can optimize your benefits and make sure that you have enough retirement income and avoid the major roadblocks you can run into in retirement.

 

Make sure your retirement outlives your life.