Retirement Planning

Write your next chapter.

Looking forward to retirement? Is it a long way off? Closer than you wish? Are you ready to take the step? VIA Wealth Management can help you plan for this next chapter of your life, and then to implement the script when you're ready. We'll work with you to understand all of the resources available to you and how best to put them to use for living the life you've chosen.

Retirement is a significant milestone in anyone's life. In retirement, time and regular paychecks are no longer on your side, and volatility can have a devastating impact on your investments. How long you enjoy a comfortable retirement can depend on the retirement income and investment strategy you adopt. 

At VIA we'll build your retirement income strategy to

  • Balance your need to cover your expenses with the need to make your investments last during your lifetime and for future generations
  • Consider all sources of income, including pension options, when to take Social Security, whether an annuity makes sense for you, and the impact of taxes on your portfolio
  • Withstand volatility and deliver consistent returns by modeling and "stress-testing" your portfolio
  • Protect your portfolio beyond modeling with thorough research for investment managers with a disciplined focus on risk control, consistent returns, and low expenses

The right answers depend on the right questions.

If you're asking questions like these, VIA can help with comprehensive retirement planning.

  • How much do I need to save for retirement?
  • When can I retire?
  • How long will my money last?
  • Should I take a pension option?
  • When should I begin to take Social Security benefits?
  • Which accounts should I tap first?
  • Is an annuity right for me?
  • How will the costs of health care affect my income in retirement?
  • What will happen when my spouse dies? What will happen to my spouse when I die?
  • How much can I withdraw now without putting my future at risk?

Understanding Social Security and Medicare 
Retirement Income Factors 
Retirement Planning: The Basics 
Social Security Retirement Benefits 
Envisioning Your Retirement