Retirement Planning

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“So, when are you going to retire?”

It’s a loaded question, but for many people in their 50s and 60s, an imperative one. It’s a decision filled with financial, career-based, familial, and even dream-based questions.

Even if retirement is a far off, distant land in your imagination, the greatest time to prepare is now.

You know the famous Chinese proverb: “The best time to plant a tree was 20 years ago. The second best time is now.”

This month, Nik Aamlid, CAP®, Wealth Advisor, hosted a webinar about Retirement Planning. He discussed 6 factors to consider, including: what questions to ask your advisor and advice for how to create a personalized retirement plan.

Your Family Index Number Guide

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