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Retirement Planning

Retirement planning begins with careful cash flow analysis and projections, which take into consideration pension and tax-deferred retirement plans, taxable assets, and expected income from trusts, inheritances, and other sources.

Beyond assessing your cash requirements, Weston Wealth Strategies can give you insight into how varying conditions in the future could affect your retirement savings or the rate at which they may be consumed. After completing an initial cash flow analysis, we'll prepare a Monte Carlo simulation to model the performance of your investments and adequacy of your reserves under hundreds of scenarios of differing interest rates, consumer price indices, and investment returns.

Then we can help you build a retirement plan and rebalance your portfolio.

If at any time during this process we have questions about estate tax issues, we can contact your attorney, or provide you with referrals.

 

Enjoy your retirement

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