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Jeremy Kisner

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(480) 272-7116
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  • Resources +
    • Retirement Q&A
    • Free Tools
    • In the Media
  • About
  • Contact

Q: How do I start planning for retirement?

A: The first step in planning for retirement is to determine how much you would like to spend each month or year as well as a list of one-time expenses (car purchases, home remodeling). The next step is to make a list of your retirement income sources (e.g., Social Security, pensions, annuities, etc.) The third step is to make a list of assets and liabilities. A good financial planner can enter this information into financial planning software and test thousands of possible scenarios to help create a retirement plan. This can help you evaluate changing your investment strategies and other financial decisions that can increase your probability of success (i.e., not running out of money). Read: Retirement Planning – Frequently Asked Questions.

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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Financial Planning Investment Management

Office
2425 E. Camelback Rd, Suite 890B, Phoenix, AZ 85016

Phone
(480) 272-7116

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