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retirement planning

It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Specialized guidance and support from a CPA can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your pre-retirement years. Your CPA can:

Review expenses that will be, or are likely to be, incurred during your retirement and create a plan to eliminate any shortfall between income and expenses.

Identify the primary sources of retirement income that you have or should have and calculate the savings required for you to retire at a specific age and achieve your desired lifestyle. 


All Matters of Accounting and Taxation