Retirement Income Planning "Roadmap"

The most important service that MRC provides to clients is creating their custom Retirement Income Planning "roadmap." This ensures a steady stream of income to cover essential and discretionary expenses throughout your entire retirement.

The Top 5 Steps are:

1. Assess current and projected income sources (Social Security, pensions, etc.).

2. Calculate anticipated expenses and adjust for inflation.

3. Develop a withdrawal strategy (e.g., 4% rule or guardrails approach).

4. Include contingencies for unexpected costs (e.g., healthcare).

5. Review and adjust annually based on market performance and expenses