What You Need to Know 5 Years from Retirement


As you approach retirement, it’s time to take a step back and review key aspects of your retirement plan. This period of your life is something you’ve been saving and planning for for decades, but when you begin to see it on the horizon, there are some critical steps you can take to ensure success down the road.

A recent article posted on Kiplinger.com, entitled “Countdown to Retirement: 5 Years Away,” quoted our CEO Marianela Collado and shared her strategies for navigating this season of life. The article highlights the critical importance of sitting down with your financial advisor and checking in about your financial planning strategy. It’s so vital to use these last few years before retirement to make any adjustments required and calculate what needs to happen before you retire to ensure you have the finances in place to live the retirement you’re working for.

If you want to see Marianela’s tips and learn great insights from other financial experts, you can read the article here. If you have any questions about your retirement strategy or financial planning in general, contact us today.

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