PLANNING FOR YOUR RETIREMENT

Planning for retirement may seem overwhelming. Learn how to make smart decisions with drummond-willoughby. Our diverse portfolio of various retirement funds offers you flexibility and assurance.

Retirement planning is an essential part of your overall financial plan and is vital to helping ensure your long-term financial security and peace of mind. Whether you are 35 or 75, the decisions you make today have the power to influence your lifestyle in the future.

At Barkley Associates, we work with you to define strategies and solutions in ways we believe will help increase and protect your wealth—while simultaneously minimizing taxes and maximizing your savings. Ultimately, our goal is to design a plan to help you make wise decisions and ensure a financially secure retirement and a lasting legacy of financial security for your loved ones.

HOW MUCH MONEY WILL YOU NEED WHEN YOU RETIRE?

Retirement planning can be stressful and discouraging. With all the variables, how can you possibly know how much to save? You don't know how long you'll live or how expensive your health care costs will be in your later years. And there's always inflation to consider. Slow down and take a deep breath.

Then take the first step: figure out how much money you'll need each year when you retire. It will probably be a lot less than you feared.

RETIREMENT INCOME FUNDS

Retirement income funds are a specialized type of mutual fund. They automatically allocate your money across a diversified portfolio of stocks and bonds, often by owning a selection of other mutual funds. The investments are managed with the goal of producing monthly income which is distributed to you.