Menu

You’re arrived at the base of the mountain. You’ve been planning to summit this peak for a long-time. You've gathered all your gear, weather forecast looks good; you know if you run into any problems, you can adjust, even turn around and start again some other day if necessary. Given everything you know, you’ve done everything you can to prepare as best as possible. Now, it’s time for the final ascent.

If you’re 10-15 years out from retirement, the above imagery might feel familiar. You’ve had a solid career, you’ve saved up for retirement, kids are growing, perhaps already in college; maybe you’re even on track to have the mortgage paid off by retirement age. This next decade or so is a critical time if your retirement is going to look the way you want it to. Common questions I am asked are, “Do I have enough saved?” “What if I or my spouse has a health crisis?” “Will Social Security be there for us, and when should we start taking distributions?” Now is the perfect time to be asking these questions because there is still time to make any necessary changes and put appropriate measures in places so that you are prepared for both the retirement life you are planning to live, and the unplanned events that may show up. My team and I can help answer your questions, help you gain clarity and confidence as you approach this major life shift, and provide guidance so that once you make it to the summit of retirement, you will be ready.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

 

CONNECT WITH A TRILOGY ADVISOR
  
Go to top