While there is a lot of excitement when preparing and entering the world of retirement, high anxiety always seems to co-exist.
At this point, you have INVESTED lots of time PLANNING for this moment, but there are some factors you should consider at this stage:
- Funding Bucket List Trips
- What are your guaranteed sources of income: Social Security, pensions
- How to make withdrawals from your investments so you don’t outlive your money
- Retirement Risks: Increased longevity, market volatility, low-interest rate environment
- Long-Term Care Costs
- Elderly Fraud
Continuous monitoring of your retirement assets and income, along with annual reviews of your projected retirement health, helps you adjust accordingly.
Click here to learn more about our personally tailored wealth management program.
Make your retirement years EPPIC™ by scheduling a coaching call to learn how to apply The EPPIC™ Method to your retirement plan.
Click here to schedule your coaching call today!