Broker Check

What Are Your Numbers?

March 20, 2021

Some investment firms ask investors “What’s your number?” when it comes to retirement. They are referring to the amount of money you will need to save for retirement to maintain your lifestyle. At Connors Wealth we ask “what are your numbers?” plural. We believe that it’s not just the amount of savings that’s important. We need to know, what’s your risk number? How much risk are you willing to take to pursue your investment goals? What percentage of your investment portfolio do you need to withdraw to maintain your lifestyle? And what return will you need to accomplish your withdrawal goals and keep up with inflation to protect your purchasing power? These questions are all equally important in developing your financial plan and here at Connors Wealth, we will help you answer those questions so you can make an informed decision about your retirement. We want our clients to pursue true wealth by design, not by default.