Retirement Planning
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Set the Stage to Thrive in Your Second Act
Saving for retirement (or your second act) no longer involves simply setting aside money until a certain age, nor does saving “enough” guarantee a desired lifestyle or sufficient lifetime income. Smart planning means planning through retirement.
Regardless of your retirement lifestyle goals, your income must align with your expenses. So, retirement income planning is the essential ingredient for ensuring that you enjoy your ideal lifestyle in your golden years.
Whether you’re approaching retirement, changing jobs, or considering a change in your retirement strategy, we have the expertise and resources to help.
Stay on Track by Planning For and Through Retirement
Our experts consider many factors when assessing your retirement income needs, including:
Health & Lifestyle
Desired lifestyle, Long-term disability possibilities, Life expectancies, & Major medical or other unexpected expenses
Income & Investments
Investment preferences, Tax considerations, Income sources and availability, Social Security benefits election, & Allocation of assets
Gifting & Legacy
Pre- & Post-Mortem Gifting, Charitable Giving, Legacy Defining
Whatever Happens, We’ve Got Your Back
Secure your future by leveraging accumulated retirement savings with retirement income & estate planning. Our Wealth Management professionals have the experience, knowledge, and resources necessary to keep your retirement dreams on track, even if the unexpected happens.
Email us at wealthmgmt@lakeridge.bank or call (608) 826-3570 for further information about how our Wealth Management Division can help you meet your financial goals. Or if you’d like
to meet in person, we’d be happy to welcome you to our Bridge Road office at 6430 Bridge Road.