Although retirement planning has remained the same, it has become more challenging for today’s savers. One of the most significant factors that will affect how long you can expect to live is longevity. In retirement, people tend to look for the things they couldn't do when they were working. For many, this means taking on new activities and experiences. This is why planning for retirement is so important.

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. 

Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

How close are you to retirement?

I’m saving for retirement

You can never be too early to start saving—or too late. With our help, you can create a plan based on how far away you are from retirement and then take the necessary steps to reach your goals. Get started today!

I’m nearing retirement or already retired

If retirement is around the corner, we’ll take a look at your current savings, determine how much income you’ll need, and develop a strategy that’s designed to last.

We believe that everyone can be a successful investor if they follow a few basic principles. However, even if you're not an experienced investor, there are still some critical decisions that you should make before you retire. So let our team at Church Street Financial help you plan for retirement and beyond.