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It’s a question similar to “What do you want to be when you grow up?” In essence, retirement is like a new beginning, so the question must be answered.

Retirement should be carefree

It should be long walks on the beach, watching your grandchildren, or taking that cruise you’ve had your eye on. Volunteering and reading peacefully.

What it shouldn’t be is stressing about your bills. Or worrying about how you will pay for your future.

Make a Financial Plan

that Fits Your Life

Today and Tomorrow

More money in the bank means more resources to do what you love. Those who start saving for retirement as early as their first job can accumulate six- or seven-figure balances with relatively small contributions.

Talking with a financial planner or investment advisor may have your wondering…

Let us help you answer those questions.


The Schwartz Center for Economic Policy Analysis predicts that up to 40% of older workers and their spouses will eventually fall into poverty or near poverty.  Don’t let picture perfect stereotypes fool you into complacency.  Beat this statistic and call us today!


Three Steps Away From An Actionable Plan

While the challenges of our financial lives may sometimes make us want to crawl back under the covers, we are each only three steps away from an actionable plan that addresses all those financial and retirement planning thoughts. With a financial plan in place, you can have some peace about your financial life, and you may even find some inspiration to do things you hadn’t even thought of.  At Muhlenkamp, our hometown team of investment advisors suggests these three steps: 

  1. Educate yourself 
  2. Evaluate your current  lifestyle of wants versus needs which leads to determining your spending vs. saving opportunities
  3. Make the necessary adjustments.

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. Then you need to look at the types of retirement accounts — tax-deferred retirement accounts,  that can help you raise the money to fund your future.


Want to learn more about how to enhance your retirement strategy? Check out our blog on “Financial Independence – It’s Not a Sprint, It’s a Marathon.”