Planning to Retire


According to Forbes, fewer than one third of working-age Americans are actively saving towards retirement. If you’re feeling a little behind schedule, the good news is you can still make up for lost time. If you’ve been more proactive in your retirement planning, fantastic! The right strategy will help you maximize the value of your savings while protecting you from hidden fees, taxes and pitfalls.

With retirement only a few years away, your focus should be on identifying and maximizing income opportunities, mitigating risk whenever possible and planning for your family’s long term needs. And the sooner you make changes, the more impact your decisions will have.

Download my late-career retirement guide below. I’ll walk you through the three most common decisions — and mistakes — even smart investors make while looking forward to retirement.

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