Financial Planning-Aspiring Retirees
Submitted by Brookhaven Wealth Management on April 6th, 2019
A successful retirement is about a lot more than hitting your number and changing your portfolio asset mix. Since retirement means different things to different people its advised at least 5 years before your planned retirement date you should review all of the potential financial decisions that your retirement will demand of you.
This could include discussing strategies around a company pension, portfolio risk management, Medicare, long term care, Social Security, estate planning, charitable giving, caring for aging parents, and of course your retirement income. Clearly its best if these are discussed earlier in life as part of a financial plan, but its never too soon to review these and other areas of your potential retirement. So if its been a while or you're looking for something a little more robust than what you've done before, use our online calendar below to schedule a time to talk or meet. We'd be happy to speak with you.
