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Have you ever wished your financial life was less complicated? Do you have some financial accounts that are hard to keep track of? Do you ever wonder if all of your accounts are aligned together to help you meet your goals in the most effective way? Get organized to save yourself time and get better results as you approach retirement.
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Although most people do not like to think or talk about death, one unavoidable truth is that one's retirement will end someday. And while a bulk of retirement planning is dedicated to spending, protecting and growing one's nest egg, sufficient attention also needs to be given to what happens to that nest egg when one dies. Estate planning is the process of developing a plan to efficiently distribute one's assets after death, to meet the intentions of the deceased for their remaining estate.
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I found over the years that there was one group of clients that really had a lot of questions and needed my help. It was those clients that were considering retiring early. I realized that to truly serve this group of clients and deliver as much value as possible for them, I need the freedom to focus exclusively on being the best planner for these clients and these clients alone.
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If you’re 55 or older, be aware of how an early retirement offer could impact your finances. Early retirement packages can offer financial benefits that are worth considering. But there are several aspects to evaluate before deciding if an early retirement offer is the right choice. Ultimately, you want to make an informed and educated decision on whether accepting an early retirement offer is right for you.
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