<strong>PURPOSEFUL PLANNING</strong>


What does retirement look like to you?  Does it include travel or a seasonal home?  In retirement, what do you anticipate your monthly expenses to be?  Will you be relying upon social security in retirement?

Retirement should be a time of exploration, relaxation and fun—not financial worry.

The accumulation period of funding your retirement may seem like a daunting task.  The deaccumulation period – when you start living on those fixed funds – is even more challenging.  

At R&R Wealth Management we know that no matter what your vision of ideal retirement, diligent and ongoing planning is necessary for it to live up to your expectations. We will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to help make sure your income is sustained during the time when you reward yourself for years of hard work.

Estimate how much you will need to save annually for retirement.

Retirement Calculator

Social Security retirement benefit estimator (SSA.gov).

Retirement Estimator

Determine if you are on track to 'save the max' in your 401(k).

Save the Max Calculator

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."