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Looking forward to retirement? Get Tips From Pros
Learn keys to retirement planning, including how much money you need to save so you can make sure you are prepared for a future of financial stability.
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How Can You Plan for a Successful Retirement?

One of the most important aspects of financial management is retirement planning. You want to know that you’ll be able to retire and have enough to cover your chosen lifestyle. Whether you want to travel, spend your weekends golfing, or buy a vacation home, there is one essential question you must answer: how much money do you need to save? At Harlow Wealth Management, we are here to help. If you are wondering how to save for retirement, here are tips to get started:

1. Find Tax-Efficient Options

When you first started thinking about how to retire, you probably researched tax-deductible contributions to a retirement plan, such as a traditional 401(k) or IRA. If you max out contributions to these plans, there are other options to consider, such as:

2. Run the Numbers

The best way to know how much you need to save is to do the math and figure out how much income you’ll need to cover your mortgage, bills, and other expenses once you retire. Be sure to factor in Social Security and pension payments.

3. Complete Your Estate Planning

Part of your retirement planning should also include preparing your estate. Make sure you have all the legal documentation for your will in place, and work with a financial advisor in concert with your attorney to help reduce estate taxes.

4. Don’t Forget About Insurance

Even the best laid retirement plans can go awry, especially if issues such as health complications come into play. Consider adding life and/or long-term care insurance to help cover these expenses.

Start Planning Today

It’s never too early to start planning for retirement. Here at Harlow Wealth Management, we want to help you find the best way to manage your wealth for a successful and stable retirement. If you’re ready to get started, contact us today to schedule a meeting with one of our financial professionals. You can also call our advisors at 800-782-2136.


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Harlow Wealth Management, Inc. is a SEC Registered Investment Adviser and an insurance agency registered with State of Washington and other states, who have not verified nor endorsed the statements on this site. Harlow Wealth Management may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.

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