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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.

<p>Choices for Your 401(k) at a Former Employer</p>

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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<p>How Retirement Spending Changes With Time</p>

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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<p>9 Facts About Social Security</p>

9 Facts About Social Security

There are things about Social Security that might surprise you.
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<p>Preparing For the Ultimate Vacation</p>

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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<p>Retirement Realities</p>

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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