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Retirement Planning

What’s keeping you awake at night? Is retirement closing in on you? Are you already in retirement and not sure if you have done enough?...

Are you worried about your financial situation or overwhelmed with the number of investment choices?

We are all concerned about our choices and decisions and whether we are doing enough to save for retirement. We wonder if our 401K or IRA contributions are sufficient to reach our goals. Perhaps we need more careful planning, a better financial strategy to help us live more comfortably during retirement?...

Retirement planning is not as simple as one may think; it requires an understanding of our needs, our tolerance for risk, getting the most out of our 401K plan, allocation of assets, and estate planning.

Some factors that come into play when we help you prepare a retirement financial roadmap: investment choice, asset allocation models, tax efficiency, risk tolerance and investment returns.

Confused by all the decisions that need to be made? At The Kluge Financial Group we will help you make the decisions that will guide you on your retirement path.

For more information or to schedule a no-cost, no-obligation consultation, please contact the Kluge Financial Group at (914) 769-0044 or by clicking here.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.
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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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The History of Retirement

Do you know where the idea of “retirement” comes from?
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