Checklist - The 15 Things That You Must Do Before You Even Think About Retiring

 

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WHO WE HELP

Preparing To Retire

It’s on the horizon and you’re getting serious about a game plan. You are nervous and realize this is a big decision with a lot of moving parts and you definitely want to make smart decisions.  You want to enter the next phase of your life so that you can enjoy it while you are still healthy and have the energy.  You may continue to work in some capacity as you enjoy the mental stimulation but you want to control your time and do the things that bring you fulfillment. I can help you figure out what you need to do NOW to get on track.

Already Retired

You have a lot of things on your mind and you want to make smart decisions. You are still getting used to not having your paycheck come in like clockwork. You want to simplify things as much as possible yet still feel that you are making smart, informed financial decisions. You want to feel confident that you won’t outlive your money.

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