Edward Jones - Financial Advisor: Mitchell Rivers

If you're a business owner, your financial strategy should support both your business and personal goals. The right retirement plan can help you save on taxes while building long-term value for you and your business.

I can help you explore options that work for both you and your team.

Workplace retirement plans for businesses Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

If you'll soon retire, or recently have, market volatility may feel especially unsettling. And that’s understandable because at this point in your life, market downturns can have an outsized impact on your financial security.

That’s why now is a good time to stress-test your retirement income.

First, start by confirming how much you rely on your portfolio for income and how a market drop may affect your short-term needs.

Then consider whether you have enough in an emergency fund to help you through. Three to six months’ worth of essential expenses is a standard rule of thumb.

And think about where you could adjust your spending, and if you need to reduce your exposure to riskier assets such as stocks.

If you’d like help stress-testing your retirement income plan, I can help you evaluate your options and stay focused on your long-term goals, even when the markets are anything but steady.

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