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Burskey & Associates Retirement Planning Since 1980
Genuine Service, Knowledge and Experience
When can you retire, age 45, 50, 55, 65? It of course it starts with a plan. As expected, we'll have an interview, learning of your goal(s), your plan and how best to get there. We'll of course gather information, set objectives and right size expections with resources and a realistic timeline.
Initiiating the process is the most important step. Every goes smoothly from there on. Once we being, we review, manage and monitor to keep it on track. Very few things in life can unnsettle your plan once in motion. Why, how can that be? Built into the process, risk management and onging review. Regular revision keeps your plan on track with few or little surprises.
Realistic goals with a realistic timeline. You'll smle when you pay off your mortgage. You'll smile even more when your accumulations reach a point when "work become optional, and a choice". If offers imense peace of mind.
This is what retirement planning offers.
Its time for a conversation.
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Newsletters
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Accumulation
Estimate the future value of your current savings.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.