Retirement Planning

Are You Truly Prepared for Retirement?

Many people view retirement as an end goal, and believe that being prepared for retirement is as simple as reaching a savings goal. However, effective retirement planning must look beyond your last day of work and consider your long-term financial outlook. At Sunstone Wealth Strategies, we create comprehensive retirement strategies that help you to transition from years of wealth accumulation, to a retirement where you can truly enjoy all that you’ve built.

Feel Confident in Your Financial Outlook

The transition from wealth accumulation to wealth distribution can be an uncomfortable and financially jarring one. As you approach your retirement years, you’ll likely ask yourself some of these questions:

Do I have enough money to retire now?
When can I retire?
Will I outlive my money?
How can I ensure I have a steady income every month?
When should I start taking Social Security benefits?
How can I minimize the taxes on my retirement income?
Will I be able to afford unexpected medical expenses or long-term care?

Sunstone Wealth Strategies will help you develop a comprehensive retirement plan that addresses all of these concerns, giving you peace of mind in the future. We help you to not only save enough money for your retirement, but invest it successfully to continue to build wealth, manage debt and, while in your retirement years, minimize taxes on your retirement income, and ensure steady cash flow month after month.

If you’re ready to feel confident and secure in your retirement, contact Sunstone Wealth Strategies today to tell us about what retirement means to you! your retirement goals. We’ll work together to develop a plan and set a course to help you retire when you want and how you want, without compromises.

Schedule a Meeting Sunstone Approach Bring Life to your Plan

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.