Preparing to Retire

Sudden changes in your retirement account balance just before your retirement, uncertainty with healthcare costs, the fear of rising taxes and inflation these are just some of the emotions one might face in nearing retirement. Now is the critical time to determine what last-minute adjustments should be made so this once-in-a-lifetime decision can be made with confidence.

 

 

Understand your future financial needs Your monthly salary is coming to an end. You need to have a solid understanding of your financial needs in order to replicate that salary from your personal assets.

Maximize last minute opportunities Time to prepare for retirement is short, make it count!  Evaluate where you stand compared to your retirement planning needs by knowing your retirement plan and IRA contribution limits.

Review your retirement portfolio - Update your retirement portfolio to reflect your new needs as you are now transitioning from a stage of wealth accumulation to distribution of your assets for retirement income.

Starting
Out

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Changing
Jobs

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Building
Wealth

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Preparing
to Retire

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Living in
Retirement

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Preserving
my Estate

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