Retirement Relaxed

You're in need of a retirement plan! Let's get started.

You started saving and investing a while ago, but don’t know how to take the next steps towards retirement and don’t know what to budget for after you quit working.

Do you have a written plan? If not, now is the time to create one. Even if you have savings and/or a 401(k), retirement is a massive undertaking and one with financial considerations that you may not have considered. Are you planning to stay in your home or downsize? Have you done estate planning and do you want to provide for your children, grandchildren, or an organization that you value? Are you keeping track of the entitlements you’re due down the road like Social Security, Medicare & Medicaid, VA Benefits, or life insurance? Losing the thread on any one of these could spell disaster.

How are you set for your long-term care? Not knowing who will take care of your health and how to pay for it down the road will mean that you won’t have a say should you become incapacitated in some way.

What kind of lifestyle do you want to lead? Your retirement can be as productive and rewarding as you are willing to make it—but the work starts now.

To learn how to retire the right way from a man who is practicing what he preaches, Retire Like a Genius is a comprehensive, relatable guide to a truly holistic and balanced retirement. Take a peek at how a Retirement Genius makes the most of their retirement.

If you want to kick the tires of your current plan, or start fresh with an expert, reach out to the Retirement Genius today!

To stay up to date with the latest retirement news and insights from an unrivaled authority, check out Chris Orestis in the media.