Without a written retirement plan, it’s just a wish list. Knowing how to invest and which accounts to draw from first are important items in a retirement plan.
Without a plan, you risk making costly mistakes that can negatively impact what you’ve worked so hard for over the years!
Here Are Just a Handful of the Things That We'll Discuss:
- What’s the difference between the accumulation vs. retirement phase?
- How will inflation erosion affect your retirement?
- Why is tax planning so important?
Photo by Gary Meulemans on Unsplash