5 Questions to Ask Yourself 5 Years Before You Retire

Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years.

Take a look at the attached article to start creating your retirement vision. The article contains helpful questions to help you get started such as, “What surprises does life have in store for you?”

We are here if you have any questions about retirement planning. We are happy to help you determine a retirement plan that works best for your lifestyle.

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Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...

Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...