And while the general advice – save and invest early – seems simple enough, the mechanics of retirement planning are more complicated. Each person has a unique financial situation and vision for their retirement lifestyle, and remember, retirement planning is not a one-time activity. It takes periodic evaluation and assessment to ensure you meet your financial and personal goals throughout the remainder of your life.

Shamrock Financial Solutions can help you create a balanced retirement income plan that addresses:

• Daily living expenses
• Expected and unexpected medical expenses
• Budgeting for luxuries and quality of life
• Maximizing Social Security benefits (Social Security can add $1M to your retirement fund)
• Pension withdrawal strategies
• Strategies for the unexpected and the inevitable