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As you approach retirement, you are often overwhelmed by the vast number of decisions that need to be made. When should I retire? How much do I need when I retire? How should I rollover my 401k? What am I going to do in retirement? etc…. It can be either a procrastinating or paralyzing time in your life as you contemplate the choices to be made. There are several critical “once-in-a-lifetime” decisions that are made within the 10 years leading up to retirement. These unique decisions can have life-lasting impacts, and we don’t want you having a “regret period” in retirement.
Intelligent Investing strives to alleviate this financial stress by sharing and taking some of the burden off of you. Our financial planning provides probability statistics that allow our clients to know the success rate of their retirement plan. We can then make live changes and instantaneously see how that affects their overall success rate. Knowing your probability of success is high, allows you to focus on what is important to you, allowing you to maximize your life. We also offer a Professionals’ Retirement Exit Plan Talk (PREP Talk) as well as a Stewarding The Assets Remaining Talk (STAR Talk) to help educate our clients on these decisions. This article should give you an idea of what you should be considering as you begin your descent to the retirement runway.