Retirement planning usually takes place over decades. Checking in with yourself throughout the planning process can keep you on track, but you also need to give your finances a hard look. In this video, Peter with Richon Planning and Erin Kennedy lay out the 5 steps you need to make before you tell the boss goodbye:
1. Decide when to claim Social Security
2. Determine whether you have adequate savings
3. Decide on a withdrawal strategy
4. Schedule check-ins
5. Consult an Advisor
If you’d like to see if you’re on track to retire this year, or in five years, please give Peter a call at (919) 300 – 5886 or schedule a complimentary consultation at www.RichonPlanning.com
