Our Retirement Readiness Newsletter discusses managing retirement expectations while maintaining optimism for the future, includes a checklist to provide a quick snapshot of how prepared you are for retirement, and a few quick videos! We have one on what $1 million in a diversified portfolio can do for you and your retirement along with an overview on the cost of procrastination. Have a great day!
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.