Have a Written Retirement Plan
June 9, 2022
Did you know that retirement can last up to 30 years or more?1 A lot can happen in that amount of time!
One of the best things you can do for your financial future is have a written plan in place. When you are armed with a solid plan, you can be prepared for whatever life brings your way.
Here are some important questions that will help you plan:
- What do you want to do when you retire?
- What kinds of accounts are you invested in?
- How exposed are you to market volatility?
- How’s your health?
- What are your plans if your partner dies?
- What is your Social Security strategy?
- How much will you spend when you retire?
- How’s your car doing?
Once you have answered these questions, you can begin to create a plan to accomplish your financial goals with the help of a financial professional. We are here to help you make your money last throughout your retirement.
Contact us to get started with your financial plan. We look forward to helping you.
1. https://www.irs.gov/retirement-plans/plan-sponsor/benefits-of-setting-up-a-retirement-plan