I’m 59 with $900K Saved. Can I Retire NOW?

Описание: #RetirementPlanning #RetirementIncome #CanIRetire

🟢Plan your retirement with a CFP® https://www.sparkwealthadvisors.com/c...

If you're like our client "Jamie", you're approaching a few big milestones: Age 60 and nearly $1 million saved for retirement.

Naturally, she started to wonder when she can throw in the towel and start enjoying more time with her kids and grandkids in retirement.

At first, Jamie's outlook was bleak, but with a few important changes to her plan, we were able to give her the green light to retire with confidence.

🟢Healthcare Subsidy Calculator: https://www.kff.org/interactive/subsi...



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🕰️TIMELINE🕰️

0:00 Intro
0:48 Net Worth Blueprint
1:57 Income, Expenses & Goals
5:30 Monte Carlo
6:55 Investment Allocation
8:35 Social Security Strategy & Long-term care
11:14 Retirement Spending Smile & Vacation Budget
13:00 Final Thoughts

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⚠️DISCLAIMERS⚠️

This content is educational and not tax, legal, or investment advice

Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.

Past performance is no guarantee of future results.

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ABOUT US:

Spark Wealth Advisors is a registered investment advisor in the state of Florida. We are fee-only, independent, and fiduciaries at all times. We are a gay-owned financial planning and investment management firm located in Jacksonville, FL serving clients nationwide. Not all of our clients identify as LGBTQ+ but they are allies, a non-negotiable for working with us. We look forward to meeting you soon!

https://www.sparkwealthadvisors.com/a...