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Navigating Financial Changes in Anticipation of Your Upcoming Retirement by Marc Shaffer, CFP®, AIF®, EA What milestone ages should have you reviewing your upcoming retirement plans? What questions should you be asking as you near retirement? Find out here: https://bit.ly/3Hl39FG For many, a new year means a fresh financial start. For those nearing retirement, it means another day closer to a momentous transition. Whether you have your retirement date circled on the 2024 calendar or coming up in the next few years, the new year can be a great time to get your financial ducks in a row and make sure you’re checking the right boxes before the big change. One of the first conversations we have with clients is their time horizon. We want to be aware of the big milestones planned for the future and determine a strategy that makes sense to help meet those milestones when they occur. The strategy for a retirement in five years could look very different than a retirement that isn’t planned for another thirty.

Retirement is an exciting time of life, but deciding the best age to retire can be a daunting and complex task. It’s important to think through your options carefully to ensure you choose an optimal retirement age that maximizes financial security while also allowing you time to enjoy all the rewards of your efforts. We walk you through some of the factors involved in determining when the right retirement age is for you: #retirementplanning

Top 10 Retirement Tips For 2023 is a very good informative article. https://lnkd.in/eqDCGyRN Overall, the article provides a comprehensive overview of key considerations for retirement planning, including financial risks, inflation, income sources, healthcare, and the importance of professional guidance. It underscores the need for a holistic approach to retirement planning that takes into account various factors and potential challenges. Indeed, financial education is key to achieving long-term financial success, which is why, At Advisors Canada we prioritize educating our clients about the best practices and strategies for building wealth and achieving financial independence. With our guidance, you'll have the tools and knowledge you need to take control of your finances and achieve the financial freedom you deserve. Don't wait, book your appointment now and take the first step towards a secure future!" https://lnkd.in/ezGqUvdq

Turning 50 is a milestone birthday — and it becomes harder to ignore that retirement may be just around the corner. Experts say even in your 50s, it’s not too late to take steps to get in better financial shape. “While retirement is an exciting vision for a lot of people, the transition can be really stress-inducing,” said Keri Dogan, senior vice president of financial wellness and retirement income solutions at Fidelity. To start getting ready for retirement, it helps to come up with a vision for what you want those years to look like, Dogan said. Here are some tips.

One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement. https://lnkd.in/eCXsDuYe

Explore a new paradigm for retirement withdrawals as Eric Weschke debunks the 4% rule in our latest article! Gain insights into alternative strategies for sustainable retirement income and financial planning. Join us in reimagining retirement strategies and securing financial futures with Eric Weschke's innovative approach! 💼💰 #RetirementPlanning #FinancialFreedom #WealthManagement #VoyageNY https://lnkd.in/dH-Q8PdR

You’ve worked hard building your retirement nest egg. Now that retirement is in sight, ask yourself these five questions to make the transition smoothly and on time. https://lnkd.in/g9FHTwE3 #RetirementPlanning #RetirementGoals

You’ve worked hard building your retirement nest egg. Now that retirement is in sight, ask yourself these five questions to make the transition smoothly and on time. https://lnkd.in/g3AXGXbV #RetirementPlanning #RetirementGoals

You’ve worked hard building your retirement nest egg. Now that retirement is in sight, ask yourself these five questions to make the transition smoothly and on time. https://lnkd.in/g5me9G2y #RetirementPlanning #RetirementGoals