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Retirement Income Planning

The question that most pre-retirees find themselves asking about retirement is… “Will I have enough?”

As life expectancy continues to trend upward, there is a greater possibility of outliving your savings. Figuring out how to make your money last through your retirement can be overwhelming and complex.

Oaktree Advisors can help you determine:

  • When to retire?
  • How much income can I live on?
  • How to plan for market investments going up and down?
  • How to manage your taxes in retirement?
  • What will healthcare and insurance cost?

We recognize that as you are approaching 65, understanding how Medicare and Social Security fits into your overall retirement strategy is a top priority. That is why we host free monthly Retirement Readiness Educational Workshops on these critical topics. Click here to register for one of our upcoming events.

At Oaktree, we cover as many areas of concern as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670