Navigating life's unexpected transitions such as the death of a loved one, divorce, or even your long-awaited retirement is challenging enough without having to worry about how these changes impact your finances. As your Financial Planning Partner, I can help mitigate the stress that transition may cause by listening and working with you on a financial plan that gives you confidence and comfort.
Let me help you discover the 4 Financial Priorities that ensure reliable income, steady growth, mitigation of taxes, and legacy continuity. At RJL Financial we help clients create financial security throughout retirement & through Life's unexpected transitions. As your financial planning partner, I'll support you by setting up and managing a plan crafted specifically to your needs.
Let me help you discover the 4 Financial Priorities that ensure reliable income, steady growth, mitigation of taxes, and legacy continuity. At RJL Financial we help clients create financial security throughout retirement & through Life's unexpected transitions. As your financial planning partner, I'll support you by setting up and managing a plan crafted specifically to your needs.
Services
I provide personal, tailored management services focusing on the four priorities in planning: income, investment, tax, and legacy. Let's discover how much income you need and create a plan to ensure what you create lasts throughout your life. I'll provide you with the the pros and cons so you are able to make the decisions that best support your financial goals.
In many modern households, the man of the house still handles the finances. If you're feeling like you made a mistake in taking a back seat in your marriage when it came to money, you're not alone. When women face divorce or widowhood, they often find themselves unfamiliar with financial planning and investing.
There's no magic number or set retirement age that signals when you can retire. The simplest answer is that you can retire when you're able to quit working for wages and still have enough money to cover your expenses comfortably. A financial advisor can help you project a retirement age and time that is most likely to work best for you.
Once you reach age 72 (it was 70 prior to the enactment of the Secure Act), you will need to make a Required Minimum Distribution (RMD) from your IRA each year. During your working years, you were able to save for retirement in a tax-deferred account. Now, the IRS will tax you on your RMD at your current income tax rate.
RJL Financial provides personal, tailored management services focusing on the four priorities in planning: income, investment, tax, and legacy. We'll help you plan your financial future so you can easily navigate life's transitions. Our clients are typically 50+ years old, having accumulated $750k+ in income and assets, excluding real estate, and want security in retirement, knowing that their savings and income will outlast their lifetime.
Reviews
Be the first to review RJL Financial.
Write a Review
