Goals and dreams for what you’ll do and experience in retirement are great, but how will you get there?

A well-thought-out plan is important to providing yourself with the means to pursue what you want for yourself and your loved ones throughout your golden years. Saving throughout your working life and building a sizable nest egg is a great start, but knowing some of the ways to best utilize those savings can potentially help to further improve your financial situation once you enter retirement. Consider the following: 

• Will you have steady income that will cover costs?
• Are you comfortable with the risk level of your current investments?
• Do you know ways to get the most out of Social Security?
• Are you aware of the ways you can adjust finances to lower your tax bill?

Even those who run a tight ship and keep an eye on all their finances on a regular basis might not have the time to keep up with changing laws and economic conditions that can shift at a moment’s notice. For those uncertainties, an experienced financial professional can help educate – or simply reassure – you on how to align your current strategy and actions with the goals you have set for your own enjoyment in retirement.  

At Consha Financial, we can help build a plan that works toward your personal wants and needs for a comfortable retirement. Give us a call at 678-539-9518 and we can talk about how our services can help on your retirement journey.

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. 

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Investing involves risk including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc.] generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Insurance products are offered through the insurance business Consha Financial. Consha Financial is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Consha Financial are not subject to Investment Advisor requirements.

This blog is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.