Plan for the Retirement of Your Dreams


Three Capital Management Investment Advisors can assist you in finding options well suited to work within your unique personal needs.

Plan for Retirement.
Successful retirement does not happen overnight. Optimally, retirement is a properly prearranged and prepared life-long saving process requiring planning, creating, implementing, and continually managing to help make dreams a reality.

Social Security Income.
Social Security Income may not be enough during your retirement years. Only 1/5 of your retirement may be paid by Social Security. You may be responsible for more than 80% of  your retirement income, according to the Social Security Administration. For example, if you needed around $44,000 per year for retirement income. The amount paid by Social Security may only be $8,300, or around 19%.*

* NOTE: The quintile limits for aged units for 2004 are $10,399, $16,363, $25,587, and $44,129.
Source: http://www.ssa.gov/policy/docs/chartbooks/income_aged/2004/iac04.html
This chart and above information is for illustrative purposes only.


Next step: Plan Dreams

 

Learn what it takes to plan for

retirement regardless of what

stage in the financial planning

process you are in.

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