Retirement Transition Planning 2020
We believe you face a unique set of risks in the years approaching & immediately proceeding retirement. The shift from a savings mentality for your nest egg to supplementary income, while stepping away from a "paycheck", has profound effects on decisions around structuring your net worth for the years ahead.
This discussion focuses on the impact of societal shifts in retirement planning & why it is crucial to be intentional with the structure of your investments at this point of your life. Our practice has developed a specialty in working with clients through this phase of the planning cycle.