Broker Check

Retirement Planning

<strong>There are two steps to Retirement Planning:</strong>

There are two steps to Retirement Planning:

Step 1: Accumulating Money for Retirement – Pension Plans, 401ks, 403(b)s, ROTH and Traditional IRA’s are just a few of the retirement vehicles available to accumulated wealth for retirement. The key to retirement planning is starting early and the correct plan. We help you which plans offers the most benefits based on your unique situation.


Step 2: Retirement – We at Paladin Wealth Advisors do not help you accumulate enough to retire. That would be short sighted. We help you plan to STAY retired. We will evaluate your plans for retirement and design a strategy to assure that your last months of retirement are as enjoyable as your first.  


Get Started Now

Choose Your Savings Vehicle

  • Employer Sponsored Plans
  • IRA
  • ROTH IRA
  • SEP IRA
  • SIMPLE IRA
  • Profit Sharing/Money Purchase
Learn more

Don't forget about Health Care Expenses 

Here's a big reason to start saving as early and as much as you can: April 2019 report from Fidelity Investments estimated that a healthy 85-year old couple entering retirement in 2019 will need $285,000 to cover their health care costs. Whether retirement is a long way off for you, or it's starting to get closer, it's a smart move to start planning for healthcare costs. The AARP Health Care Costs Calculator (www.aarp.org) is an education tool designed to help you estimate you health care costs in retirement. 

Learn more

Start Early

The earlier you start saving, the better change your money has to grow enough to achieve your retirement goals. One way to illustrate this is the Rule of 72. Its an easy way to calculate how long its going to take for money to double. 

Learn more
Get Started Today

Get Started Today

Surviving Market Turbulence 

Economic downturns and turbulent investment markets can make people nervous. Recognize these events as normal, although undesirable, part of the economic and investment cycles. With that in mind, following are some tips for investors during unpredictable times. 

  • Don't Panic
  • Stay Invested
  • Keep a Long-Term Perspective
  • Dollar Cost Average
  • Maintain a Diversified Portfolio
  • Know Your Risk Tolerance 
  • Make Thoughtful Moves


Get Started with WealthVision

Featured Content

<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More
<p>Navigating Retirement Pitfalls</p>

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
Learn More
<p>Saving Early & Letting Time Work For You</p>

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
Learn More