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A year or less to retire can be exciting, but it can also leave you a bit apprehensive.
While over 10,000 baby boomers enter retirement each day, only 25% of them are well prepared for the next phase of life. With this in mind, the last 12 months before retiring are important. There are thing you could do in this period to ensure that you are on the right track to realizing a stress-free post career life. The tips below will help guide you on what to do before the 12 months elapse:
Work out the best Social Security scenario
Create a post-career budget
Review your health cover
Set out your post-career itinerary
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Secure Money Advisors’ holistic retirement planning strategy aims to reduce taxes and protect assets through a variety of means, ultimately allowing our clients to achieve their preferred lifestyle in their golden years.
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