The LEARNING library

A Perfect Retirement

Our friend, Joe, has been planning his retirement since he was in his 20s. His paycheck, savings, real estate investments and IRAs were constantly tweaked to “perfection.” What is perfect for you? Is it a large retirement account? Not living here in the winter? Having family nearby? Working until you can’t?
Start by defining your perfect retirement, then work back accordingly. Asses your risk tolerance and be HONEST! Are you willing to take a 20% downturn in the market, and do you have time to recover? Do you have life insurance that your beneficiaries can benefit from? What about taxes?
The list goes on and on when it comes time to craft the “perfect” retirement. It starts with you dreaming about what it could look like and ends with executing the plan. The rest is a mystery, and we enjoy helping you navigate it!