Pre-Retirees
Mapping Out Retirement
Pineywoods Financial offers a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage. We apply a clear, well-defined and objective process. Below are a few management issues that pre-retirees commonly encounter.
1. How soon can we afford to downsize our careers or elect to fully retire and reasonably be expected to maintain our standard of living throughout our retirement years?
2. Now that we are finally reaching our retirement years, how should we modify our investment plan to provide more stability and higher income at the expense of higher growth and volatility.
3. What assumptions are prudent to make about inflation, rate of return on investments, longevity?