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Corpus Christi Retirement Planning

Proper retirement planning is important if you’re going to enjoy financial security in your senior years. Sadly, the majority of people put off thinking about exactly what they will need to reach their goals.

According to a survey conducted by Transamerica over 4,000 people surveyed didn’t have an exact idea of how much they would need to retire.

The best solution is to find a certified financial planner who specializes in retirement planning. Corpus Christi, Texas has a large selection of financial planners to help people plan for their retirement.

Read further to learn why you should use a certified financial planner, and how to find one in the Corpus Christi area.

What the CFP Board of Standards Recommends

The Certified Financial Planner Board of Standards recommends that individuals considering retirement should think about certain post-retirement issues.

What Happens as You Get Older?

Long-term care planning will be essential to ensure your later years are comfortable and secure.

What Happens to Your Estate?

Planning for the disposition of your estate will make sure that your wishes are known and followed. There are legal and tax issues that must be figured out.

Where Will You Receive Medical Care?

Your medical needs will change as you age, you will need to plan for geriatric health care. You’ll need new doctors, and possibly a new hospital where you’ll receive treatment.

How Much Will You Collect?

Your retirement income will need to be figured out. How much should you draw down your accounts per month?

A Financial Planner Will Help

A certified financial planner will guide you toward the right decisions. He’ll coordinate with your attorneys to plan for your estate, help with long-term care planning, insurance, and a plethora of other issues.

Income Complexities Can Cost You

Did you know that what age you begin collecting Social Security Benefits can influence how much you’re paid? Your financial planner knows and can advise you when the best time to start is.

When you begin drawing down your retirement accounts, how much you take will affect your tax liabilities. Use a financial planner to know when and how much to withdraw.

When Can You Retire?

A financial planner will evaluate your assets and circumstances to tell you when you can retire. You’ll know if you have enough put away to retire completely or if you need to work for a few more years to maintain your standard of living.

Finding a Corpus Christi Financial Planner

Use online resources to quickly start your search. The Certified Financial Planner Board of Standards has a useful database that can help. Enter the location and specialty that you need to receive a list of local financial planners that can assist you.

Barron’s keeps a list of top-rated Texas financial planners on their website.

The Better Business Bureau of Texas has a list of financial planners that are BBB-Accredited near Corpus Christi.

Interview your choices and find the best planner for your retirement needs.

Learn more about Corpus Christi Retirement Planning here:

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