Retirement Planning

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Download the free guide here: https://www.efsga.net/retire-forever

This free educational paper, updated for 2020, covers the basics for withdrawing investment income for life.

Running out of money in retirement is not an option. Neither is it a winning strategy to leave a mattress stuffed full of money that you could have enjoyed. You'll learn about:

- Investing for Income in Retirement
- The 4% Rule
- Three Steps to Safely Maximize Your Portfolio Income

After reading this short paper, you will be better informed and equipped on how to withdraw money from your investments in retirement.

Download the free guide here: https://www.efsga.net/retire-forever

Download the free PDF guide here: https://www.efsga.net/investing-in-retirement

This video introduces my free educational paper, updated for 2020, covering the basics for investing in retirement.

You’ve worked for money all your life. You’ve been a diligent saver. Now it’s time for your money to work for you without taking on too much risk. You'll learn how to:

- Navigate the Retirement Danger Zone
- Reduce Your Stock Market Exposure Without Sacrificing Return
- Use Bonds to Lower Your Risk and Increase Your Income

After reading this short paper, you will be better informed and equipped on how to invest in stocks and bonds during retirement.

Download the free PDF guide here: https://www.efsga.net/investing-in-retirement

Download the free PDF Guide here: https://www.efsga.net/maximize-ss

This video introduces my free educational paper, updated for 2020, that covers the basics for getting the most out of Social Security retirement benefits. You'll learn how to do six things:
- Understand how your retirement benefit is calculated
- Consider taking benefits later
- Reduce taxes on your benefits
- Discover which claiming strategy is best for you
- Expect future changes
- Make Social Security decisions in the context of your overall retirement income plan

After reading this short paper, you will be better informed and equipped to choose the retirement income strategy that is best for you.

Download the free guide: https://www.efsga.net/maximize-ss

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Created 3 years, 9 months ago.

3 videos

Category Business & Finance

Echols Financial Services is a fee-only retirement planning and investment firm located in Cumming, GA. We have been helping people with their financial planning needs since 2003. We specialize in retirement planning with an emphasis on lifetime retirement income planning, tax planning, and investment management for retirees and pre-retirees. We seek to be a trusted resource for anyone with financial questions (see our free articles, ebooks, and webinar), but we have intentionally kept the firm small to ensure that every client receives the very highest level of personalized service. Our goal is to help clients make their retirement years the best years of their lives.