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Burskey & Associates Retirement Planning Since 1980
Genuine Service, Knowledge and Experience
When can you retire, age 45, 50, 55, 65? It of course it starts with a plan. As expected, we'll have an interview, learning of your goal(s), your plan and how best to get there. We'll of course gather information, set objectives and right size expections with resources and a realistic timeline.
Initiiating the process is the most important step. Every goes smoothly from there on. Once we being, we review, manage and monitor to keep it on track. Very few things in life can unnsettle your plan once in motion. Why, how can that be? Built into the process, risk management and onging review. Regular revision keeps your plan on track with few or little surprises.
Realistic goals with a realistic timeline. You'll smle when you pay off your mortgage. You'll smile even more when your accumulations reach a point when "work become optional, and a choice". If offers imense peace of mind.
This is what retirement planning offers.
Its time for a conversation.
Direct 586 438 7413 - Hm Office 248 573 7073 Voicemail
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Newsletters
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.