Retirement

Happy Romantic Couple Enjoying Beautiful Sunset at the Beach

Preparing for Retirement

Preparing for retirement is a personal and unique matter. At York Independents, we understand that you have certain needs and wishes when it comes to your retirement, which is why we sit down at your home and listen to what your retirement will look like. Whether your plan is to visit Hawaii annually or just visit the grand kids up-state annually, we’ll help to build a strategy to reach those goals. We’ll also help you steer clear of hazards along the way such as: the dangers of floating 401Ks, severe market down-turns, or improper planning for future tax consequences. No matter what your dream retirement or age, we’ll point you in the right direction.

Living in Retirement

Planning during retirement is just as important as building your nest egg. No one has said it better than Warren Buffet, “There are two rules to investing. Rule number one don’t lose money. Rule number two never forget rule number one”. During retirement you’ll need to continue to grow your wealth and also preserve it. York Independents will help you navigate through longevity risks and preserve your nest egg when the market goes down. You’ve worked long and hard to build your retirement, we’ll help alleviate the stress of withdrawing from it.

Passing on Your Legacy

Living comfortably in retirement is your number one focus, but we understand that passing a legacy along is also important. We’ll help you to ensure proper beneficiary designation and, while we are not attorneys, we will point you in the right direction for the creation of your will. You can live an enjoyable retirement and help ensure your children or children’s children do the same.