"I'm not telling you it’s going to be easy – I'm telling you it's going to be worth it."
– Art Williams

Newsletter from Henry Schroeder


Happy New Year! This time of the year is incredibly special for me. It’s a time where I get the opportunity to reflect on the past year and look forward with anticipation on what this upcoming year will bring. For many of our clients, this time of the year sparks the retirement conversation.

What will my retirement look like?

When can I retire?

There is no better time than now to take a look and evaluate your progress towards retirement. Planning for retirement presents many challenges but with the help of a seasoned retirement specialist, it is not as daunting of a task as it may seem. It begins though by reviewing your income options, whether that be your pension statement, social security statements and investments statements. Developing a sound income and investment strategy to compliment your earnings is crucial to your peace-of-mind as you begin this next chapter.

As you start to prepare for the new year, let’s remember that this is an excellent time to start planning and giving thought to your future years – beginning with 2022.

Best Regards,
Hank Schroeder

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