Q: What is retirement planning?

Retirement planning is the process of determining your retirement income goals. This includes making decisions and taking action to achieve those goals. Retirement planning includes:
 

• Identifying sources of income
• Estimating expenses
• Implementing a savings program
• Managing assets

Due to many variables in the planning process, such as travel, healthcare, hobbies, etc., our Wealth Management Team will partner with you to create a custom plan. To see how Mountain America can help you with your retirement planning, click here.