Financial security in retirement doesn’t happen by accident. Planning for a financially independent retirement involves more than just putting money away into a savings account and choosing the hobbies you plan to take up. Keep these six questions handy for the next few years as you start to think more seriously about what you want your retirement to look like.
1. When should you retire?
2. Should you move?
3. When should you start using Social Security?
4. What does your portfolio look like?
5. Should you still have an emergency fund?
6. Do you have an estate plan?
Planning ahead for your retirement can help you better protect your current net worth as well as gain a clearer understanding of your potential future financial needs.
Feel free to contact the office if you’d like to discuss further. We’re looking forward to our continued partnership as we build your retirement together.
This communication is designed to provide accurate and authoritative information on the subjects covered. It is not however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.
6 Questions to Ask When Planning for Retirement
| July 01, 2021