CERTIFIED FINANCIAL PLANNER™ Professional | Financial Advisor | Director | Helping Build & Preserve Financial Strength
Key takeaways When you prepare to leave your working years behind, you’ll need to adapt your financial planning strategy as well. Prepare to transition from building your nest egg to generating income from your savings. This phase will likely require more strategic income and tax planning. ... If you have questions about how this transition will look for you, we’re here to help.
