We Built A Pre-Retirement Crash Course For You!
Hello, My name is Mark McKell, CPA. I am the Managing Partner of McKell Partners, a full-service wealth management practice. We have built a complimentary Pre-Retirement Crash Course to help people just like you navigate the complexities of pre-retirement.
Watch this Video to Learn More!
What will I learn from the Pre-Retirement Crash Course?
- Your Financial Chessboard – A new perspective of how to look at your financial life.
- Four important truths in navigating pre-retirement life.
- The difference between the accumulation and distribution phases of life.
- How to better visualize your financial future, by “beginning with the end in mind.”
- Six important guide posts to developing effective financial strategies.
- Seven important “down the mountain” rules for retirement survival.
- And finally, eight key insights in choosing a financial advisor and much, much more.
The American Retirement Landscape has changed!
- Americans are living longer. This creates a whole host of issues!
- Medical costs continue to outpace inflation.
- Government programs like Social Security & Medicare are struggling.
- What about the threat of an extended illness or cognitive decline?
- For private sector workers, Defined Benefit Pension Plans have been replaced by less efficient Defined Contribution Plans like 401k’s.
- And through it all, there’s been a lack of education with how to best navigate this new environment.