Pre-Retirement Financial Journey
If you’re getting ready for retirement, you’re a “pre-retiree”. Pre-retirement means you’re preparing for your retirement journey. The more you prepare, the more predictable your retirement becomes. The goal is to start working on your “retirement readiness”.
Financial security and stability during retirement are likely to be your top goals so doing some planning can help avoid unwanted surprises. That theme will be a driver in many of your retirement preparations.
How financially literate are you compared to the average American? You can take one of the shortest of those financial literacy quizzes here (it’s only 6 questions) to get a taste of the questions asked.
Your Own Retirement Plan
Having a customized retirement plan can help answer many questions. A plan includes all your resources and expenses and projects them out for many years, helping you identify potential problems well in advance. That can help you envision many “what if” versions of your retirement to see what’s possible and iron out any problems, perhaps preventing those problems from occurring at all. You can create a retirement plan on your own or hire a financial advisor to create one for you.
Pre-Retirement
Things To Consider
REMEMBER
Pre-retirement is a time to prepare.
The list is long. Think, organize, do to become “retirement ready”.