Retirement Ready: Turning Your Savings Into a Retirement Paycheck

How do I know if I have enough, and how do I turn what I’ve saved into reliable income?

Thursday, November 10th, 2026 | 6:30 PM

Now is more important than ever to educate and empower yourself to make the best decisions with your hard-earned dollars. Join us as we discuss these timely topics and more:

HOW MUCH WILL RETIREMENT REALLY COST? — income needs, inflation, healthcare, and lifestyle.
SOCIAL SECURITY DECISIONS — when to claim and how it fits with other income.
CREATING THE RETIREMENT PAYCHECK — coordinating Social Security, pensions, 401(k)s/IRAs, investments, and other sources of retirement income.
MANAGING THE RISKS — market downturns, longevity, inflation, taxes, and sequence-of-returns risk.
TAXES IN RETIREMENT — traditional vs. Roth money and why withdrawal order matters.
THE FIRST 5 YEARS OF RETIREMENT — why the transition period deserves special planning.
YOUR RETIREMENT BLUEPRINT — finish by showing the planning process that can help bring all of those pieces together

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Our Services

Retirement Income Planning
Wealth Accumulation and Risk Management
RMD Planning
Wealth Management
Life Insurance Planning

It’s simply the wrong initial metric to have an arbitrary retirement number saved, like $1 million or $2 million. We believe that you must start from the end goal to begin developing your plan, assessing what your desired income will be, and knowing how you will create income from your accumulated retirement assets. That’s why our process provides a “begin with the purpose in mind approach” that helps bring objectiveness and clarity to financial decisions.

If you are getting closer to retirement, you probably have lots of questions. Questions like, “When can I retire?” “How much money will I need to have saved before I retire?” “Could I run out of money in retirement?” At Financial Strategies Group, we present you with information, alternatives, potential tax implications, and options to help you make retirement decisions and build your custom retirement income plan.

The 3 functions of money in retirement:

Income

How much money will I need every month when I retire? What tools and strategies are available to create an efficient income plan?

Liquidity

How will I access cash in the event of an emergency, or an opportunity arises that I would like to take advantage of, like a trip or a new car?

Legacy

How can I maximize the legacy to my children, grandchildren, charities, or other desired beneficiaries?

Contact Us

A consultation call with Financial Strategies Group is free, 100% confidential, and offered with no obligation. It’s simply a way for us to get acquainted and explore whether our approach is the right fit for your retirement planning needs. There’s no cost to learn more about working with a financial advisor who understands the key issues related to building a successful retirement—starting with your lifestyle goals and the monthly income you’ll need to support them. We invite you to contact us. Please fill out the form, and we’ll be in touch to talk about your retirement goals. We look forward to connecting with you.

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