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Key Steps to Take Right Before Retirement
August 16, 2022 @ 4:00 pm - 5:00 pm
Are you within six months or so of retirement? If so, there are certain things you need to do now to prepare yourself for the transition.
Throughout the retirement preparation process, there will be times when you feel like you are making a series of rapid-fire micro decisions. These decisions may include:
* Social Security benefits
* Medicare options
* Pension elections
* How much of your portfolio to place in protected accounts
Understanding the long-term ramifications of these decisions is critical, especially considering that your retirement years could be as many as those spent working. Too many people underestimate the amount they’ll need for a comfortable, lasting retirement. They end up missing things like:
* Inflation, which can erode your income over time
* Longevity, which may require your money to last longer than assumed
* Market volatility, which can quickly deplete your resources
* Healthcare expenses, which can sadly absorb most of what you have
You don’t know what you don’t know, and you really don’t want to only lean on friends, coworkers, or Google to fill in the gaps.
You should never have to feel like you’re in over your head when making important financial decisions. That is why, here at Beacon, we take the time to design a master plan that is focused on what you can control and protecting yourself from what you can’t control.
Join Beacon CEO, Jon Maxson for a no-cost, no-obligation, educational discussion on “Key Steps to Take Right Before Retirement” on Tuesday, August 16th @ 4:00 PM pm at our Franklin office.