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Can You Retire Early?

February 23, 2017

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What amazes us week in and week out is how proactive our clients have been in their retirement saving strategies.  They underestimate how much they have saved and how early they could retire if they wanted to.  Investopedia has created a checklist to consider before making that decision to retire early.  In this episode Dennis Prout discusses these list items to include:

1. Your Debts Are Paid Off

2. Your Savings Exceeded Your Retirement Goals

3. Your Retirement Plans Don’t Have an Early Withdrawal Penalty

4. You Healthcare is Covered

5. You Can Currently Live on your Retirement Budget

6. You Have a New Plan or Project for Retirement

If you’re unable to check off this list, consider ways to build wealth in your 50s.  Oftentimes, when we have done the investigating and gathered the information, we are more enlightened than before. This is empowering for us to start making decisions that get us to our goals faster!

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Traverse City, MI 49686

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Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

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