One of our key strengths at Caxton Asset Management, is we are prepared with the tools, advice, and diverse services to help you prepare for retirement
No matter what your circumstances are. We offer more than current market investment advice we’re thinking about more than the next year or two. Rather, we’re focused on helping you live your life on your financial terms, whether you’re building your family, advancing your career, preparing for retirement, or helping your children prepare for their futures.
The aspects we consider when we consult with our clients to discuss retirement are:
- Financial Planning: Where are your priorities, what are you saving for now, and could you be saving more for retirement?
- Cost of Retirement: Where will you retire, and how much will it cost? Will your expenses increase or decrease as your lifestyle evolves?
- Timing of Retirement: When will you retire? Can you retire early, or do you need to work a few more years? Income and Distributions: Where will you draw money from, when should you tap into your savings accounts?
Getting to Retirement:
Retirement planning is complex because getting to retirement isn’t easy. It takes discipline to save every year for something that could be years or even decades away.
Deciding whether you should be paying down the house, putting money away college, paying off the credit cards, saving for retirement, or taking that vacation you skipped last year can be agonizing and confusing, but fortunately, we’re here to help..
Our advisors will guide you through
- Balancing Risk with Age
- Prioritizing retirement without sacrificing the present
- Timing your retirement
- Putting money aside for college, your home, helping aging parents, and more