My Retirement Planning

Retirement Planning

Retirement planning should inspire excitement, not worry. At Brumbaugh Wealth Management, we help provide answers to questions such as, "Do I have enough?" "What is enough?" "Will I be okay?" Above all, our goal is to help you retire with confidence.

It's never too early or too late to start planning. Whether you're preparing to leave the workforce or are already in retirement, we will help ensure your assets work effectively for you – through the golden years of your retirement and onto the next generation.

As we partner to plan for your retirement, we will:

Discuss Distribution Options

Where and when you withdraw money for retirement can significantly impact your overall assets and returns. As your advocate, we will work with you to select the distribution methods that can balance your tax efficiency and returns on your assets.

Are you strategizing for your own company?

Learn more about Corporate Benefits

Prepare for Your Life Transitions

We have a long history of helping seniors transition through various life stages.

Learn more

Identify when to take Social Security

To reap the benefits of Social Security, it can be beneficial to have carefully-crafted strategies in place. Thanks to our advanced software, we can help maximize your Social Security income, identify the ideal time to claim it and optimize it with your spouse.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

Take Charge of Your 401(k)

Keep up with your financial needs while potentially avoiding common (and expensive) distribution mistakes. We put together this guide to help you potentially save on taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.