If you are approaching or celebrating your 60th birthday this year, it critical to ensure your retirement plan is prepared to meet your needs and goals throughout these years. Going through a financial checklist can help determine any last-minute adjustments prior to reaching this major milestone.
Recently our CEO Marianela Collado spoke with AARP providing some much-needed advice to help those approaching retirement. Most importantly, “Know before you go,” she said. “Work with a financial planner to test your portfolio’s ability to meet your needs, not only through your [predicted] life expectancy, but to age 100 since we are all living longer.”
To read more of Marianela’s insights, click here.