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Your Retirement Date Decision – Is It Only About the Numbers? [Video]

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Finance for Women

Your Retirement Date Decision – Is It Only About the Numbers?

Key Points – Your Retirement Date Decision – Is It Only About the Numbers?

  • Saving for Retirement Is Critical, But How Are You Going to Get Through Retirement?
  • Tradeoffs in Retirement Planning
  • Building a Financial Plan That Incorporates Your Financial and Non-Financial Goals
  • Working with a Team of Wealth Management Professionals
  • 4 Minutes to Read

What All Goes into Your Retirement Date Decision?

As a financial advisor who recently took a step back from actively providing investment advice, I’ve helped many people prepare financially for retirement and manage their post-retirement lives. There are a lot of moving parts when it comes to getting you to your desired retirement date and then getting you through retirement. And throughout that process, I can confidently report that it’s not all about “the numbers.”

It is typical for pre-retirees to rely on their financial advisor to run …

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