Retirement Income Planning

Scaling Retirement

One of the most common retirement questions we hear is, “How much do I need to retire?” If you have ever used one of those retirement calculators, the answer may have been daunting.

It can be daunting. Think of this plan like climbing Mount Everest:

But the answer is never that simple. Retirement income is based on several factors, including:

  • How much do you want/need to spend monthly?
  • How much will your Social Security benefits be?
  • Do you have a pension? If so, how much will that pay?
  • Do you have a spouse? What are their social security and pension amounts?
  • Do you have any other sources of income? Rental Property? Etc.?
  • How much risk do you want to take with your assets?
  • How much do you have saved? Where is it?
  • Have you positioned your assets so they can provide you with lifetime income no matter what happens in the stock market?

Setting Goals

When we start planning, we consider a number of goals for your income retirement plan.


How resilient your income will be to market fluctuations.


How long will your income last given your income needs.


How much of your assets need to be earmarked for income.


Can your plan handle whatever life throws at you – good or bad?

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