3 steps to a successful retirement plan
3 steps to a successful retirement plan
Plan your retirement with Holland Hahn & Wills.
As financial planners, Holland Hahn & Wills has many conversations about what constitutes a successful retirement plan. Here are 3 top tips:
1
Assess Your Current Situation
Carry out 2 simple calculations:
Total savings/investments (inc. pensions) – Total Debt (inc. Mortgage) = Net assets*
Monthly after-tax income – Monthly expenditure = Amount available for retirement planning
2
Estimate your potential retirement situation
How do you plan to fill your time in retirement? Travel? Voluntary work? A hobby? Our Psychology of Retirement Guide helps you think about this chapter of your life. You may need to consider reducing current expenditure to save for your future – you will not be alone. Consider potential investment returns and long-term inflation and factor these into your calculations.
3
Invest wisely – plan ahead
Retirement planning can secure your future. It is too important to be left to chance. Holland Hahn & Wills LLP have been successfully helping families plan and invest for retirement for over 30 years. We offer impartial, objective advice.
Give us a call to discuss your plan. An initial chat is free, with no obligation and could save you a lot of worry.
Holland Hahn & Wills
020 8943 9229
enquiry@hhw-uk.com
This article is for information purposes and should not be treated as advice. Individual circumstances should always be considered prior to purchasing any financial products. Investing involves risk – the value of investments and income from them may fall as well as rise and is not guaranteed.
