With the rise of medical technology, it shouldn’t surprise you that people are living longer and need to plan on having more money stashed away to cover their retirement. To properly ensure that you are prepared for future retirement expenses, it’s important to take into account what your goals for retirement are. It may surprise you that many people overlook special situations and non-recurring events that frequently arise.
According to a recent study by Fidelity, the estimated cost of healthcare after age 65 is $285,000 after-tax. With this estimation comes a variety of variables including when you retire, how healthy you are when you retire and how long you live. Often, people dismiss the costs of vision exams, dental work and non-recurring events such as surgery that can make a huge impact on their future financials.
To create a proper budget requires an advisor that fully understands their client’s current situation and future goals. Every investment must be reviewed with scrutiny to ensuring that a client understands what risks may be involved with an investment as well as what their options are for the future.
With over 18 years of experience, Filippini Wealth Management, Inc. looks at each investment with your future goals in mind. Understanding that life can change in an instant, we stress over the details and present available options based on your unique needs.
To schedule a meeting with Ian Filippini of Filippini Wealth Management, Inc. send us an Email or give us a call at 805.969.6200.
To learn more about Filippini Wealth Management, Inc. and to connect with them, we encourage you to visit https://www.filippiniusa.com/, and/or check out their social media pages at:
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Filippini Investment Advisory is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
