Dependable Retirement Planning Advisors

Green Bay Retirement Planning

With Green Bay retirement planning goals in mind, you can focus your savings and investment efforts more effectively. Setting aside money for reasons that aren't clearly defined is rarely very successful. We've all heard that saving is a healthy financial habit, but without strong personal motivation, it's hard to resist spending those funds before they have a chance to accumulate.

Building an income for your future as a retiree in WI is one of the primary objectives of Green Bay retirement planning. Financial advisors who specialize in planning for retirees can help you develop a realistic time table for achieving your Wisconsin savings goals. These experts can also help you develop an estimate of how much you'll need to fund a comfortable retirement in Wisconsin.

Your Retirement Agenda

Green Bay is a hard-working community, whose residents tend to face life from a realistic perspective. Insurance companies, research and development, manufacturing and the railroad industry are among the economic interests that keep the city of Green Bay growing. Green Bay residents love sports and enjoy spending time with family and friends in the recreational areas of Wisconsin.

If you're planning to support yourself entirely on your Social Security benefits, you may be underestimating your needs. The benefits you receive from the government may only be enough to cover your basic costs of living in Green Bay. A Green Bay retirement planning expert would advise you to supplement these benefits with a 401k plan through your employer, an IRA or a Roth IRA. Fixed rate annuities, U.S. savings bonds and your personal portfolio of investments can also help you meet the goals in your agenda for the future.

The agenda you prepare with a Green Bay retirement planning should include a projected date for concluding your career. Although you don't need a specific date, or even a specific year, you should have a general sense of when you want to achieve independence. Having this goal in mind will help you stay on track with your planning strategies while you're working and saving money in Green Bay.

When it's time to wrap up your career and focus on leading an independent lifestyle, you'll appreciate the time you spent developing your Green Bay retirement planning agenda. Securing the life you want as a retiree in WI takes time, patience and money. Although you don't have to be rich to anticipate a fruitful, rewarding retirement, planning for this goal requires that you build a certain amount of income for the years when you're no longer working.

Estate Planning in WI

Preparing for the years when you're ready to retire also involves planning your estate. Although the word "estate" may bring up images of mansions with vast expanses of property, your estate simply constitutes all of your material assets. These may include your house, car, personal belongings, retirement accounts and benefits from your life insurance policy. Your estate represents the inheritance that you leave to your children, grandchildren or other loved ones.

In order to ensure that your estate is distributed according to your wishes, it's essential to have a thoughtfully written will in place. You should also make sure that the beneficiaries named on your 401k, IRA or other accounts are up to date. If you've had a divorce, but your ex-spouse is still named as the beneficiary on one of your retirement plans, he or she may end up inheriting those funds after you die, even if you've remarried in the meantime.

A Green Bay retirement planning specialist can help you prepare your will, if you haven't already written this document. Over time, it's important to continue to update your will if any changes occur in your family structure or your intentions for your property. You will is a vital instrument for making sure that your property is distributed according to your wishes, and that your loved ones in Green Bay are adequately taken care of.

Investments in Retirement

It's never too early -- or too late -- to explore the potential of investment. With advice from a Green Bay retirement planning expert, you can get involved in the stock market and make your money work for you no matter what your age. Although you may be more conservative in your senior years, you can increase the value of your funds by expanding your investment options.

Buying U.S. savings bonds or certificates of deposit (CDs) is a safe, secure way to maximize your money if you can afford to let the funds mature for at least a year. If you have a stronger appetite for risk, a Green Bay retirement planning specialist can teach you strategies for investing safely without compromising your nest egg. Green Bay retirement planning can continue to bring you financial rewards long after you've wrapped up your career.

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Retirement Planners In Green Bay

Russell Olson, CPWA
Russell Olson, CPWA
1500 River Pines Drive
Green Bay, WI 54311

Andrew Hermsen
Andrew Hermsen
1200 Centennial Centre Blvd
Suite 300
Green Bay, WI 54155

Chadwick Oldenburg, CFP®, MBA
Chadwick Oldenburg, CFP®, MBA
519 E Parkway Blvd
Appleton, WI 54911

James McGlone, CFP, MSFS
James McGlone, CFP, MSFS
3701 East Evergreen Drive
Suite 500A
Appleton, WI 54913

Craig Mottl
Craig Mottl
4650 W. Spencer St.
Appleton, WI 54913

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This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.