Estate & Retirement Planning

At what age can you retire? How much is enough at retirement to last through your golden years? We have a “program” formatted as a spreadsheet that can be completed as an added service during your tax appointment or as a separate meeting any time during the year. The program helps define a formula that you can easily follow to assist you in reaching your desired retirement age and what you need to save to get there. You may be able to retire much earlier than you think with a little planning right now.