FOCUSED ON EDUCATION
At Berry Financial Group we are committed to helping retirees and pre-retirees Build, Protect and Preserve their assets. Throughout the year we host many complementary dinner events aimed to educate and provide crucial information for those at or nearing retirement. Important Topics Covered Include:​
THE SEVEN COMMON FINANCIAL TOOLS
Are they suitable for your retirement portfolio?
THE MARKETS
Will your retirement income come up short if the markets drop sometime during your retirement?
TAXES
What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?
RETIREMENT SAVINGS
How much money will you need to save so that you don’t run out?
SOCIAL SECURITY
How can you maximize your benefits and protect your spouse?
LONGEVITY RISKS
At what age will you likely need assisted care, and how much will it likely cost?
RETIREMENT INCOME
How much money can you take each year? How does that change if the markets decline?