RETIREMENT PLANNING www.timothyrobertsllc.com/retirement-planning CONTENT LIST INTRODUCTION 1 STAGE OF RETIREMENT 3 WHY RETIREMENT PLANNING MATTERS 2 NEED OF RETIREMENT INCOME PLANNING 4 INTRODUCTION Retirement planning is the process of setting financial goals and making important decisions to ensure a secure and comfortable retirement. It includes identifying your current financial situation, estimating future expenses, devising an investment strategy, and setting retirement objectives. Stay Financial Independence Help your family Peace of mind Healthcare cost Financial Security 1. 2. 3. 4. 5. WHY RETIREMENT PLANNING MATTERS There are several important reasons why retirement planning matters that can significant impact on your financial well-being and overall quality of life during your old age: STAGE OF RETIREMENT Young Adulthood(Age 21-35) Early Midlife(Age 36-50) Later Midlife(Age 50-65) There are 3 stages of retirement planning: 1. 2. 3. NEED OF RETIREMENT INCOME PLANNING Financial Security Mitigating Market Volatility Optimizing retirement Benefits Le gacy planning 1. 2. 3. 4. OUR CONTACT https://www.timothyrobertsllc.com/retirement-planning 734-256-7234 info@timothyrobertsllc.com For more information, here are our contact details that you can call, mail or visit 2750 Carpenter Road Suite 7 Ann Arbor, MI 48108 Thank You!