Retirement Planning

Retirement Planning

Retiring with full financial independence is often the biggest goal our clients share, and one you should plan for as carefully as possible. It requires a comprehensive yet flexible strategy — one that brings all facets of your personal and financial needs together to create peace of mind and the ability to retire with the lifestyle you’ve envisioned. The depth of our advice and service allows us to deliver value well beyond your first day of retirement.

What you may be thinking:

  • What can I do to help increase the chances that I won’t outlive my money?
  • How can I maintain my lifestyle in retirement?
  • How do I avoid getting locked into a high tax bracket for the rest of my life?
  • How can I maximize the wealth I share with future generations and the causes I support?
  • Do I have the most tax-efficient retirement plan in place?

Our Approach

At Buckingham, we feel it’s important to fully explore your retirement goals and have in-depth discussions about the lifestyle you wish to maintain. Based on that, we develop a plan based on evidence and experience to put you in the best position to make those ambitions a reality. Our work doesn’t stop there as we continue to address your ever-evolving needs. We closely monitor changes in external factors as well, such as market performance, inflation and taxes. Ultimately, we strive to keep you on track and work toward the retirement you desire in all phases of life — from your accumulation of wealth, to your transition into retirement, distribution and even the legacy you provide.

How Buckingham Helps

Our Retirement Planning Conversations

  1. Goals-Based Retirement Planning
  2. Social Security Analysis and Planning
  3. Net Unrealized Appreciation Analysis and Planning
  4. Pension Election Analysis
  5. Transitioning to Assisted Living and Beyond
  6. Reverse Mortgage Planning

Related Articles

See our latest thoughts and insights on Retirement Planning.

  • September 06, 2019

    Countdown to Retirement

    Nearing retirement? It's time to take another look at refining the particulars of your plan. Wealth Advisor Sue Stevens explores some areas that can help guide you toward a better estimate of your accumulation needs.

    Read the article
  • August 04, 2020

    Relief for Retirement Account Owners

    The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help.

    Read the article
  • February 07, 2019

    Retirement Tips for a Long Lifetime

    Larry Swedroe and Katie Keary say longevity is a key challenge facing women in retirement and offer tips to help even the scales.

    Read the article