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Retiring in America: 3 Practical Tips to Help Set Your Course

Posted by Seton McAndrews | CFP®, Vice President Investments

March 13, 2017

Retiring in America: 3 Practical Tips to Help Set Your Course

Retirement planning in America is no simple task. Whether it’s navigating the ever-shifting tax code, factoring-in the rising cost of healthcare, or devising income strategies from various sources like Social Security and retirement investment accounts, investors have many decisions to make and potential strategies to pursue.

So, amidst the many complexities involved with retirement planning, it’s useful to take a step back and think about retirement planning in simpler terms. In other words, start with a basic framework first, and then grind down into the details from there. Here are 3 practical tips for setting a solid course for your retirement.

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Gabriel Burczyk
Founder & CEO
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Valerie De Vol, IACCP®
Chief Operating Officer
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Seton McAndrews, CFP® 
Vice President - Investments
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Katie O'Connor,
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