Posts Tagged ‘ successful retirement ’

Retirement Projector

retirementprojectoradvisorsmatchWith the drastic change in the economy since 2008, planning for your retirement has become increasingly difficult. Given the unstable job market we’re currently in, attempting to plan your financial security decades down the road can leave you feeling a bit uneasy and overwhelmed. Studies show over 80% of people ranging from ages 30-54, aren’t confident they’ll be able to afford retirement by the time they reach their early 60s. This makes the idea of developing and implementing a retirement projector and planning for your future more important than ever before.

 

Advisors Match is an independent marketing organization that has been serving as tax, legal and financial planners and advisors since 1982. With over 35 established offices in the Northeast and Florida, Advisors Match are the leading founders in creating a new platform that combines both tax and financial planning all in one. After recognizing the problems people are facing with their savings as a result of the recession, they’ve expanded to create a retirement projector service called, “The Advisors Match Retirement Report” which, in just 5 simple steps, aims to create a solution to common retirement concerns that the client can visually see and adjust.

 

These essential steps include:

  • The Clarity Booster Conversation
  • The Data Gathering Experience
  • The Retirement Deficit Identifier
  • The Red Line Eliminator Process
  • The Annual Review Updater

 

By working with Advisors Match, you can ask yourself these common questions:

  • Can I continue my present standard of living into my retirement years?
  • When can I retire without running out of money?
  • How could my situation change during turbulent economic times?
  • What are the possible solutions if my situation changes?

 

The “Advisor Match Retirement Report,” enables you to forecast various “what if” situations at the click of a button. Their retirement projector process will also be able to identify at what stage you may experience a yellow (caution) or red line (out of money) situation, and given their prestigious background in the financial planning and accounting environment, they’ll easily be able to eliminate the red line situation by constructing straight forward and accessible goals you can meet along the way. Advisors Match number one goal is to bring clarity and objectivity to the clients needs, and ensure your future is a financial safe one.

 

 

 

2013
06/04
CATEGORY
Advisors Match
Retirement Planning
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Estate Planning in Sarasota

On average, probates can take between 6 months to a year to settle an estate. However, poor planning can push this time frame out to several years. Taxes, debts, property, and various investments can complicate and delay any estate settlement. Working with an experienced financial advisor such as Randy Kricke of Successful Retirement Services in Sarasota, Florida will streamline this inevitable situation during a sensitive time for your family.

Time is an important factor in the settlement of an estate. For one, it is hard for a family to complete the grieving process when the settlement becomes turbulent and takes time to fully unfold. Additionally, more time increases many of the costs in settling an estate. An increase in costs could lead to selling properties and heirlooms that were initially planned to be handed down. Sentimental loss compounds what is already a trying time for any family. Successful Retirement Strategies specializes in estate planning in Sarasota and will work hard to ensure your estate settlements flow through probate in a timely manner.

There are many reasons why it is important to plan as early as possible for this daunting time in your family’s life. A financial services attorney will help you minimize tax liability, administrative costs, and income tax. Additionally, careful planning will ensure your total debt from credit cards, mortgage, healthcare, business costs, etc. will not outweigh the value of your assets. Keeping your costs lower than your assets will ensure that your family will not be forced to liquidate properties meant to be passed down. So to avoid overbearing debt, avoid delays in settlement, and conserve principal, dial (727) 239-7902 and speak to Randy Kricke of Successful Retirement Strategies for personalized estate planning in Sarasota.

2013
03/19
CATEGORY
Estate Planning
Successful Retirement
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Financial Services in Sarasota

Are you looking to improve your financial standing with Sarasota Financial Services? A financial agent can help you in all area of your monetary life. There are many areas of service that agents are experts in. For example:

  1. Retirement Planning. It’s never too early to start planning for your retirement. In fact, the sooner you start saving the less you have to save every month. Using a high yield account, the money you save now can mature over the decades that you work, allowing you to retire comfortably. Successful Retirement Strategies of Sarasota, Florida can help you make the best choices in saving accounts; their financial advisor, Randy Kricke, will work with you to create a savings plan for you so you know how much you need to put away every month in order to reach your ultimate retirement goal.
  2. Goal setting. You don’t need to be on the brink of retirement to hire Sarasota financial services. Any monetary goal, whether it’s a vacation or a large purchase, can benefit from a saving schedule. Putting away a little every month is much easier than trying to get all the money at once. Small goals help us achieve big goals without taking drastic measures.
  3. Estate Planning. When you leave, you want to be sure your family is taken care of. It is important you properly determine what will happen to your estate so that there are no unresolved issues once you are gone. Wills, testaments, and funds can all be used to ensure your family’s financial solvency after you’re gone.

Although it can feel like an overwhelming and daunting task to tackle, preparing for your future is necessary if you want the best and most secure future possible for both you and your loved ones. For more information about Sarasota financial services, or to speak with an experienced and professional financial planner, call Successful Retirement Strategies today to speak with Randy Kricke. 727.239.7902.

2012
12/20
CATEGORY
Financial Services
Retirement Planning
Successful Retirement
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401k plan in Sarasota

Whether it is in your near future or not, eventually you are going to make the decision to retire. When you do, it is important you have enough money saved that you can comfortably live the life you have always imagined for yourself if adhering to a work schedule was no longer mandatory. If you are exploring 401k plans in Sarasota, you are researching one of the most popular plans in America. With this particular retirement plan, the employee and the employer both put aside money that is invested in an account that will only be touched upon the employee’s retirement. One of the many benefits of this plan is that it is federally protected, meaning that even if something unfortunate were to happen to the company you work for (like they go out of business) your money will still be there when you retire!

To set up a 401k plan in Sarasota, utilize the financial services of one of the many qualified financial planners in the Tampa Bay area. Successful Retirement Strategies’ well known and reliable tax advisor, Randy Kricke, has years of experiencing helping local residents and businesses finding affordable medical health insurance, college funding, pension and retirement plans, and estate planning in Sarasota and Tampa Bay, Florida. For consultation or to get more information, please call their office today at 727.239.7902.

2012
11/26
CATEGORY
Estate Planning
Financial Services
Retirement Planning
Successful Retirement
Taxes
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Sarasota Financial Services

Successful Retirement Strategies isn’t just about retirement; they provide other financial services in Sarasota as well. From college fund planning to estate planning, they are you one stop for all life’s monetary planning needs.

Are you starting to worry about how you will cope with the years to come? Today’s economy may be bad but that’s the best reason to start saving now. If you can save a little now, imagine how much you could save in more robust times.

It’s never too early to save for your retirement. It may be years off, but the sooner you start, the less you have to save each month. A high-yield savings account or personal Roth IRA will increase the money you save and give you a financially richer life once you’ve stopped working. Among their many financial services in Sarasota, SRS can help you create a savings plan for whatever your needs, whether its retirement or just an account for that vacation to Australia you’ve always dreamed of.

Maybe you’re at the end of a long and fruitful life, and you want to provide for your family after you’re gone. Successful Retirement Strategies will help you create an estate fund to give your family financial peace of mind.

2012
11/12
CATEGORY
Financial Services
Successful Retirement
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Estate Planning in Clearwater, Florida

Death isn’t the lightest scenario to plan for your own life. But after you pass away, you want to ensure that your estate remains as robust as it is during your lifetime, especially for the sake of your loved ones. Estate planning in Clearwater, Florida allows your survivors — who will be the beneficiaries of your estate – to inherit a full and undiluted estate.

Estate planning is done with the aim of reducing probate taxes and administrative costs. You also want to do the planning with the help of a financial services attorney in order to avoid settlement delays and preserve your principal. This can all seem very opaque to someone not schooled in the intricacies of estate planning. A professional Florida financial planner can guide you as you set up your will, trusts, or other legal devices. Your estate should pass to your survivors with a minimum of diminution of its value.

Some of the costs which lead to a depletion of an estate are funeral, medical and long term care costs, credit card, mortgage, and business debt. Add to the attorneys, accountants, and appraiser fees. All of these expenses can chip away at your estate. Design and plan your estate with the help of a financial adviser in the Sarasota and Clearwater, Florida area and the reductions to your estate can be minimized, or anticipated so that your survivors are not left with a whittled-down estate.

To get more information about estate planning in Clearwater, Florida please call Successful Retirement Strategies at (727) 239 7902.

2012
10/16
CATEGORY
Estate Planning
Successful Retirement
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