Can you afford to retire?
We all wonder if we will have a sufficient amount of assets to fund our retirement. And a successful strategy requires planning and constant attention. It may seem burdensome, but proper preparation is the key to success and financial independence in retirement.
- Completed an analysis of your ability to retire?
- Written a plan for working toward your retirement objectives?
- Been monitoring the performance of your investments to see if you are on track toward your retirement goals?
- Established an asset allocation in writing that governs how assets are diversified within the portfolio?
- If you have answered “no” to any of these crucial questions, we should talk.