How To Retire?

You saved whatever you could for retirement. Now what?

Here are the seven steps to take to prepare for retirement:

1 Acknowledge the fear:  your future is full of unknowns. What’s going to last longer your money, your health, you yourself?

2 Design your free time. Think about how you will use your time, when every day is a day off.

3 Gather a list of all your assets, including retirement plans you may have left at former jobs.

4 Learn the best Social Security strategy for your situation

5 Understand the health insurance choices being offered to you as a retiree.

6 Structure your assets for income, growth and emergencies

7 Leave a legacy, not a mess. Have the right beneficiaries listed on IRA’s, 401k’s and life insurance. Have the appropriate legal documents drawn up.

There are a lot of small pieces in this jig saw puzzle, but you can do it by yourself, or you can get help from me or someone else. I can make it easy and efficient by walking you through each step.

Click Here to Contact Me for a Free Initial Consultation with No Obligation.