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Burskey & Associates, Retirement Planning Since 1980

Rodger@BurskeyAssociates.com


Mon. to Fri. 8:30am to 7:00pm ... Sat. upon request

,

Phone:

Direct 586 438 7413

Fax:

voicemail 248 573 7073

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Neil H. Resnik, LUTCF

Burskey & Associates Retirement Planning Since 1980

Genuine Service, Knowledge and Experience

When can you retire, age 45, 50, 55, 65? It of course it starts with a plan. As expected, we'll have an interview, learning of your goal(s), your plan and how best to get there. We'll  of course gather information, set objectives and right size expections with resources and  a realistic timeline.

Initiiating the process is the most important step.  Every goes smoothly from there on. Once we being, we review, manage and monitor to keep it on track.  Very few things in life can unnsettle your plan once in motion.  Why, how can that be? Built into the process, risk management and onging review. Regular revision keeps your plan on track with few or little surprises.

Realistic goals with a realistic timeline.  You'll smle when you pay off your mortgage. You'll smile even more when your accumulations reach a point when "work become optional, and a choice". If offers imense peace of mind.

This is what retirement planning offers.

Its time for a conversation.

Direct 586 438 7413 - Hm Office 248 573 7073 Voicemail

Burskey & Associates, all rights reserved, 2024 ©

Licensed and Insured

Compares tax treatment of Traditional vs Roth plan contributions.

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Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Details early-2025 correction caused by trade tensions and slowing growth.

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Shows when coverage may still make sense for retirees.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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