New Millennium Group

Retirement Planning

Retirement Planning

At New Millennium Group, we understand that planning for retirement is more than just saving money; it’s about creating a strategy that ensures financial security and peace of mind. Our comprehensive retirement planning services include personalized financial assessments, tailored savings plans, and investment strategies designed to help you achieve your retirement goals. Whether you’re just starting to save or are nearing retirement, we provide the guidance and expertise you need to confidently navigate your financial future.


Common Questions

What is the best age to start planning for retirement?

The best age to start planning for retirement is now. Give yourself time to implement tax strategies, take advantage of compound interest by allowing your investments to grow, and learn ways to protect your investments in down markets.

How much money do I need to retire comfortably?

The amount of money needed for a comfortable retirement varies for each individual and depends on factors like your lifestyle, healthcare needs, and life expectancy. Our advisors will reverse engineer a personalized retirement plan for you to make sure that you are retiring with the amount of money needed to meet your needs and wants.

What are some common mistakes to avoid in retirement planning?

Common mistakes include waiting to plan! Don't wait to start planning, it is never too early. Don't underestimate healthcare costs, let our team educate you on how to reduce healthcare costs in retirement.  Diversify and learn to navigate a down market. Our team will help you navigate these challenges to create a bullet proof retirement plan.