Retirement Planning and Wealth Distribution

Working with an independent financial professional is essential to successful financial planning and growing wealth. That’s why many of Pulse’s investment strategies are only available through independent financial professionals. Pulse’s advisors will serve as a buffer and screen to the challenges that threaten to derail your financial program and help you stay on track toward pursuing your goals.

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At Pulse Financial Services, we believe your social security benefit should provide the foundation for your retirement income.  Using that as a guideline, it’s important to understand factors that impact the value of social security so you can properly assess how much supplemental retirement income you will need.

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Pulse believes it’s never too early to start preparing for retirement.  Whenever that time comes for you, it’s important to form financially healthy habits because even choices you make early on will affect your opportunities in retirement. Here is how you can contribute to a more well-rounded retirement plan today …

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Approaching Retirement is no different than approaching any other life event. You have to get your ducks in a row to fully maximize your retirement potential.

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Many people think about retirement in simple terms.  I work most of my adult life, put money into some kind of retirement savings account, decide on a retirement age and enjoy!  Unfortunately, it’s a much more cumbersome process than that and there are several factors that need to be taken into account before determining your right retirement age and income.  Understanding and properly preparing for retirement challenges is one of many reasons it’s wise to have an adviser to help you plan for this important stage in life.

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Retirement can be one of the most rewarding times of your life.  But, for many retirees the golden years are tarnished because of their lack of planning and understanding the challenges surrounding this phase in life. Planning for retirement equals enjoying retirement.

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