Getting close huh? Make sure you’re ready for the next step.
Could it possibly really be almost time???? What a fun group of folks to work with as we try to evaluate their scenario to see how close they are to that goal !!
Review of Employer Benefit selections
Overall Asset Allocation across accounts and retirement plans
This is an exciting time but we find lots of you are quite anxious, which makes sense, there are a lot of questions to address. We use many tools to assist in the analysis and to help answer: How much will I need to retire? Are my current investment choices appropriate? Is it time to start consolidating accounts? How much will I need to live on? What about health insurance? Social Security? Traveling?