retirement planning

34254115_sRetirement planning starts by picking an age and lifestyle that you want to enjoy when you reach that age. The next step is to set the goals you must reach in order to get there. Getting there is based upon the amount of time remaining and the investment formula you use to achieve your retirement goals.

Notice that we said “get there.”

We assume that when you reach retirement age – you want to be in good health and able to enjoy a rich and active lifestyle. A lot of people forget this point. Hey! To “live it up” you’ve got to – live. Managing your health and stress is an important part of reaching your financial goals.

A lot of people forget about this part.

An enthusiastic investor will often work obsessively to reach the savings level they need to sustain their personal goals. There is nothing wrong with working hard… however, working “smart” is almost always more effective. Working smart means not trying to do everything yourself – but relying instead upon the guidance of experts to help get you reach those retirement goals.

Albert Rasch & Associates factors a substantial amount of consideration into the simple fact that your Social Security check is not going to do the job. Managing risk so you can rely upon your retirement plan forms the primary basis of your long term strategy.


Certified Senior Advisor

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Albert Rasch is a Certified Senior Advisor (CSA). A CSA is a professional who has received special training in aging and the important issues that impact seniors. CSAs have expertise in professional disciplines such as insurance, financial planning, real estate, and law. As a CSA, Al Rasch abides by their code of professional responsibility, principles and standards including competence, honesty, fairness and professionalism.

When you work with Al Rasch who has the added CSA designation you know you’re working with a professional who has invested time and effort in learning about the things that are important to you. CSAs gain this designation because they want to learn more about the health, financial and social aspects of being 55 or older. They have made specific efforts to earn your trust. They have continued ongoing education standards that encourages volunteering for activities that require regular training in dealing with the specialized ethical challenges of working with seniors.