Summer is right around the corner and things are buzzing along between tax season wrapping up and school getting ready to let out soon. A late Easter this year has everybody scrambling to get ready for the impending summer vacation season that's quickly approaching. Despite being caught up in the end-of-school whir, it's still crucial to be sure you're taking adequate time to plan for your financial future.
The Wealth Report - "Anticipating a Boom in Wealth Transfers" - touches on something that can actually bridge several of our
key areas of retirement planning. While the discussion of wealth transfer easily brings to mind the importance of legacy/estate planning, it also addresses some risks that a properly developed retirement plan can easily mitigate. If you're not covering your bases the right way, then there may not be much left to transfer when it comes down to it.
For some this is a big deal and others it's hardly a concern, but in any case, you should have a solid retirement plan to give you some clarity about what your retirement years may hold. Our
Chart Your Course retirement planning system covers the five key areas of retirement planning -
income, investments, healthcare, taxes, and legacy planning. If you're having doubts about whether you're set up to succeed in retirement, then give us a call.
there is anything we can assist you with, then just let us know.
And, as always, remember -
The purpose of the money dictates where you put it.