Kent A. Bennett & Associates Helps You Start 2026 with a Clear Financial Focus
The beginning of the year offers a chance to reassess your retirement strategy. Kent A. Bennett & Associates in Montoursville, PA, works with retirees to fine-tune income planning and financial goals. Let’s make sure your money stays on track in 2026.
Reevaluate Your Retirement Income Sources
New Year, new retirement goals should start with a review of your income sources. Look at how much you’re receiving from Social Security, pensions, IRAs, and other sources. Check that your withdrawals align with your monthly needs and tax efficiency. Make adjustments if market conditions or personal needs have changed.
Update Your Savings and Spending Plan
Track last year’s spending and compare it to your expectations. Set a new budget for 2026 based on lifestyle goals, healthcare costs, and inflation. Decide if you need to adjust how much you withdraw each month or how much to keep in cash reserves.
Review Your Investment Allocations and Risk
Make sure your investment strategy still reflects your retirement timeline and risk tolerance. You may need to rebalance accounts or shift funds depending on market conditions and retirement income goals.
Set New Personal and Financial Goals
Whether it’s travel, gifting to family, or downsizing, write out what matters to you in 2026. Then, align your finances with those goals. Clear priorities lead to better planning—and more peace of mind.
Kent A. Bennett & Associates in Montoursville, PA can help you set strong, achievable retirement goals in 2026. Schedule your financial checkup and get the clarity you need to start the year right.
Take charge of your future today. Call us at (570) 327-1006. Follow us on Facebook for tips and information. Focus your energy on what matters most by setting your New Year, new retirement goals.