Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Investment Advisor Representative, John Savarino, gets into the details on another case study for a couple that the team at Rooted Wealth Advisors was able to help prepare for retirement. Leaving a legacy behind, long-term healthcare, and taxes are massive concerns for them.
Let's dig on in to John and Jane's complicated situation with many different accounts and investment vehicles and see how the team helped prepare them to retire with confidence.
Notes on the Numbers:
John and Jane
Target Retirement: 61.5 for John, 57 for Jane
Annual Income: $140,000
S.S. Benefits: $2500/mo for John, $1250/mo for Jane
Pensions: $3,000/mo for John at age 65, $500/mo for Jane at 62
Income: $15,000/mo in retirement
Assets:
23 different accounts
Many different investment vehicles
Want an inside look into your specific situation? Email us at [email protected]
------
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
------
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.