When one begins to contemplate 'Retirement' and how best to plan to transition from one chapter of your life to another, it can be very helpful to map out the various moving parts and to adjust them to see the impact of delaying your exit or phasing it in over a period. Very often we find that clients are in a much stronger position than they realise and if they really do want to enjoy their 60's and beyond, particularly while they are still in good health they need to make some plans as it is too easy and too lazy to just continue working without contemplating your options in detail.
We can help you with this planning and if you click through the following link you'll see an example. I would emphasise that the more income streams and assets you have the more you will benefit from this exercise. Sample Retirement Planning Report - Joe & Mary Bloggs
If you would like to discuss your own situation in more detail please contact me using the form below or call me, Joe O'Regan on (01) 293 7200.