Check the background of this financial professional on FINRA's BrokerCheck.

You worked hard to save for the future and have put careful thought into saving for and living in retirement. As you approach life transitions in retirement, you’re looking for ways to make that vision happen. 

Most financial planning firms today have been designed primarily to help you invest and build your retirement savings. That’s only one part of the retirement puzzle.  As you transition to and live in retirement, your needs and challenges go beyond traditional financial strategies.

As a retiree who invests to sustain your lifestyle, you face unique challenges. Your strategies and decisions must be consistent with your age, health, resources, and goals – such that income needs are met for your life and typically, that of your spouse’s life. 

The other part of the retirement’s puzzle is consumption. The success of an income objective often depends on your ability to adhere to a disciplined spending plan. And in many ways, you cannot depend on other sources of income to cover shortfalls when you suffer losses in the market.

It is our mission to answer the common questions many retirees are asking about how to create a successful retirement plan to ensure that they reach their desired level of comfort and freedom.

Newsletters
  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Shopping for a New or Used Car
    It's time to replace your current car. But should you buy a new car or a used one? Consider the following advantages and disadvantages of each as you shop around for
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
PreviousNext
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Blog  
 
 
 

 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  626-356-9660, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.