Getting Started.
Planning for retirement can feel overwhelming if you don’t know where to start. The first step is identifying your retirement goals. Let’s break this down into simple, manageable parts.
What do you want? Consider how much money you’d like each year during retirement. Reflect on your current income and lifestyle. Planning to move or travel? Think of your desired income as finding a road trip destination: you need to know where you’re going before you plan the route.
What do you need? Determine the minimum amount you need to retire comfortably. This is your safety net for essential expenses like housing, food, healthcare, and utilities. Ensure you won’t run out of gas on the way.
How important is growth? Consider the importance of financial growth over the next 10 years. Are you looking to invest and grow your savings, or focus on preserving what you have? This will guide you in choosing the right retirement plan.
Ask Yourself
How much do I spend annually now, and will that change in retirement?
Do I want to maintain, increase, or decrease my current lifestyle?
Will I have any other sources of income during retirement?
What are my essential monthly expenses?
Are there any debts I need to pay off before or during retirement?
Do I need to grow my savings to reach my retirement goals?
Money Isn't Scary
Haunted by money matters? At Studle Financial, we make sure finances aren’t spooky. Let’s turn those nightmares into dreams of financial freedom!
Bring Your Financial Goals To Life
Financial worries making you feel like Frankenstein? Don’t let it scare you—at Studle Financial, we’ve got the tools to bring your financial goals to life. Happy Halloween!
Unmask the Phantom in Your Finances
Are unseen forces haunting your finances? Don’t let phantoms spook you! Studle Financial will help you unmask hidden issues and guide you toward a brighter financial future. Happy Halloween!
Break the Curse of Financial Confusion
Wrapped up in financial confusion? This Halloween, let’s break the mummy’s curse and unravel your finances together! Studle Financial is here to bring clarity to your money matters.
Candy Tax Season
Sweet news! Candy Tax Season is here! Just like sorting through your Halloween treats, let’s make sure you’re getting the most out of your money. Together, we’ll find the goodies and dodge the tricks!
We Are Real People Helping Real People.
Social Security
What age should I take my Social Security benefits?
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How does Social Security affect taxes?
How much can I earn while drawing Social Security?
Retirement Accounts
401k
Roth IRA
MYGA