If you search online using the question, “What’s the magic retirement number?” you’ll likely see a result of “$1.46 million by age 65”. Contrary to what most people believe, there is no magic number for retiring well. Whether you have saved $1 million or $10 million, to live well in retirement and to ensure you don’t outlive your money you need to have a plan and you need to adhere to it.
Alloy Wealth Management has been helping clients retire well since 2011. Our founder and CEO Mark Henry has seen people with big numbers fail in retirement and people with small numbers retire successfully. We work with pre-retirees and retirees to customize retirement plans based on their lifestyle, time horizon, and goals. If you are worried about outliving your money in retirement, one of our fiduciary financial advisors will help you understand your debt-to-income ratio and how your spending habits and taxes impact your retirement savings. They will educate you on the importance of planning for unexpected expenses and help you find ways to generate lasting income and slowly withdraw money from your retirement savings.
We also host complimentary monthly master classes in retirement planning in Charlotte and Greenville for members of our local community. During these educational seminars we cover topics most people wouldn’t even consider when first beginning to think about retirement. If you are nearing retirement age or currently retired, contact Alloy Wealth Management to schedule a consultation with one of our experts. 800-689-3935