As you get closer to retirement, it’s important to plan in specific detail.
You’ve probably been planning for retirement in some way for many years. Participation in your employer’s 401(k) plan, contributing to a traditional or Roth IRA or working for an employer that offers a pension plan. These are all important retirement income planning steps. As you get closer to retirement, it’s important to plan in more specific detail. Plan your money coming in the door every month, for investment fluctuations; How will you spend your time? How will you spend your money? Wisepath Financial takes the time to consider these questions with each of our clients and their specific needs. We have developed a useful ebook to introduce you to important steps to plan a successful retirement.