Transitioning: Less Than 10 Years to Retirement
Our financial lives are much like a chessboard – with each chess piece representing a different financial component. Even if you don’t play chess, you know that one move can change the whole board, right? This is why great chess players focus on a series of moves rather than one move at a time. It is also why it’s not uncommon to become anxious as you approach retirement. A myriad of obstacles lie before you: market risk, pension elections, maximizing Social Security benefits, positioning assets to mitigate longevity, long-term care, survivorship risk and others. Being deliberate and strategic is essential to trying to achieve the best outcomes.
Let McKell Partners help you gain clarity in your approach toward your Golden Years.