These years are critical, to evaluate your preparedness for retirement. We want to look at the many possible strategies we can use to accomplish your unique financial goals with the utmost efficiency and ease.
The 10-15 years before retirement are exciting for us financial advisors. It’s the time to get all of your ducks in a row, so to speak, so that your transition into retirement comes as smoothly as we think it should.
During this time, we can evaluate your income needs today and at your desired retirement age to see if you are on track. We will consider your:
Real estate holdings
Life insurance policies
Now might be the right time to look into long-term care insurance as well as to take steps to think about your estate planning needs and goals.