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Your Retirement Handbook is designed around a retirement timeline. It explains what you may want to do 12-24 months ahead of your envisioned retirement date, 6-12 months away from your retirement date, and so on. Then, it continues into the future – noting things that you may want to address in the first year after you retire, and the year after that. So you have a clear timeline here, easy to read, and easy to reference, while also being very detailed.

The handbook also asks you to think about when you want to retire. You may have a specific date or age in mind, but some people end up changing their minds as the date approaches due to life or financial factors. There are some points in this section that are worth considering, or reconsidering as the case may be.

We believe this guide will help you get the process started for transitioning into a successful and enjoyable retirement.  If you have additional questions, we would love to speak with you in person.  Feel free to schedule a free consultation.