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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.

What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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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