Retiring Early – Dream or Reality?

Retiring Early – Dream or Reality?

June 14, 2023

Retiring early is a dream for many, but before you take that leap, you need to consider things like taxes, health care, and income sources. Can you successfully retire early? Maybe, but before making that decision, a written retirement plan is a must. Blue Heron Capital advisor Joel Cavaliere, CFP® joins Linda and Tom in this important discussion.

Here Are Just a Handful of the Things That We'll Discuss:

  • What is COBRA?
  • Should you pay off long-term debt before retiring, such as a mortgage?
  • Can you, or should you, take Social Security?

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