Would You Like To Retire In 5 Years?

The last five years of your working life are some of the most important when it comes to your retirement plan.

There’s so much to consider!

Will you have enough money to stop working for the rest of your life?

Do you have an emergency plan in place in case something unforeseen happens?

What if you live longer than expected?

What about Social Security and Medicare/Medicaid?

Does your investment strategy meet your needs at this stage of your life?

It can be very stressful to commit to retirement. I want to share with you a quick plan that might help ease pre-retirement jitters.

Audit your current situation. Assess how much money you have and how much you’ll need in retirement. Look at your current investments and see if any need tweaking or rebalancing. If you’re not sure how much you’ll need to retire, consider using a retirement calculator to get a quick overview.

Protect your current assets. There are many insurance options available to help safeguard you and your investments. Look into Long-Term Care Insurance to cover the costs of nursing home care or similar services if you need them in the future (there’s a very good chance you might).

Also, be sure to consider your family’s needs, especially if there is a history of illness in you, your children, or your spouse. You’ll want to ensure that your life insurance will meet those needs.

Remember, a lot can change in the five years before retirement. Life happens. Your health, employment, and family situation can throw a wrench in your plans.

A solid plan in place can turn a pitfall into a mere speed bump, and a financial advisor can help you solidify that plan. Reach out to me and book a 15-minute consultation and chat about your plan (where you are now, and where you want to be in the future), it’s easy – just click the buttons below.