Retirement Planning

Many people view retirement as a finish line, which often leads to a lack of planning for the years that await beyond that last day of work. In reality, your retirement is not an end goal, but a transition into a new way of living. For many, that transition can be jarring and somewhat frightening. After decades of working and accumulating wealth, how do you make the change to living off those savings and properly distributing your wealth?

This time of life often brings many concerns to the surface:

• Do I really have enough money to retire?
• What about the rising cost of living?
• What happens if I have high medical expenses or require long-term care?
• How do I ensure I have regular income every month?
• How can I minimize taxes taken out of my retirement income?
• How should I invest my money to protect my nest egg?

At Sabrina Julian Investment Services, we help you address these concerns so you can approach your retirement years without fear, and look forward to the future with excitement and joy.