For many San Diego professionals and business owners, choosing a retirement date is the easy part.
The harder questions often come next:
Will my income support the lifestyle I want?
How will inflation affect my spending over time?
When should I begin Social Security?
How should my retirement accounts work together?
What happens if the market drops after I retire?
And how should healthcare and possible long-term care costs fit into the plan?
These are some of the reasons retirement planning involves much more than reaching a certain account balance.
A thoughtful retirement strategy can help bring your income, investments, taxes, Social Security, healthcare considerations, and long-term goals together so you can better understand how the pieces may work together throughout retirement.
Elisabeth Dawson has spent more than 28 years helping individuals, families, and business owners navigate important financial decisions and prepare for retirement with greater clarity.
If you're approaching retirement and wondering whether all the pieces of your financial life are working together, learn more about retirement planning in San Diego.
Elisabeth Dawson
San Diego, California
Investment advice offered through Copia Wealth Management Advisors, Inc., a registered investment advisor.
CA LIC #0C72164, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.
