How can you do more of what you enjoy in retirement? Start by creating a plan.
Watch a free clip from the “Retirement Ready: Building Your Financial Plan” online course! Learn the basics of the bucket planning strategy from Matt Perrone, Lead Financial Planner at TRS.
Bucket planning is the method we use to show our clients how much money they can spend every month of every year until they reach age 100. This is the key strategy that could help you leave your retirement worries behind – and instead, focus on enjoying the retirement you’ve worked so hard to have.
To learn more about how this process works, be sure to enroll in the full self-paced course, “Retirement Ready: Building Your Financial Plan.”
As always, you can schedule your consultation with a TRS financial planner, who can help you start building a retirement income plan of your own.
Investment advisory services and insurance services are provided through The Retirement Solution LLC, a Registered Investment Advisor.
The general views outlined in this material are those of The Retirement Solution LLC and should not be construed as individualized or personalized investment advice. The information presented is for educational purposes only developed from sources believed to be providing accurate information. It is not intended to make an offer or solicitation for the sale or purchase of any specific products, services, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. To comply with IRS Regulations, we are informing you of the following: Any discussion or advice regarding tax issues contained in this video presentation was not intended or written to be used, and cannot be used, to avoid taxpayer penalties. Anyone viewing this presentation or contemplating a transaction discussed in this material should seek advice based on your particular circumstances from an independent tax advisor. Information is not intended to provide specific legal or tax advice.
The information in this material is not intended as tax or legal advice. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed.
