Author: Greg Wells
You’ve been investing for decades, looking ahead toward the steadily approaching goal of a secure transition to retirement. But unlike a race that’s a sprint to the finish, this is a journey requiring significant strategic thinking and decision-making well before you make the transition from accumulating assets to spending them to support your desired lifestyle. What kinds of assets should you favor, and how should you balance them? How should you treat retirement plans? Which best practices should you follow and what mistakes should you avoid? While we believe in evaluating every client’s needs individually, some general guidelines are relevant regardless of your situation.
What detailed steps can help make your own retirement transition as smooth and successful as possible? Visit the retirement planning page for more information or contact an EP Wealth Advisor to discuss creating a plan tailored to your specific financial situation and future goals.
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Planning for retirement is a process that is a unique endeavor that is particular to each person’s specific situation. Goals differ from person to person and there can be different mechanisms of reaching and accomplishing your unique retirement goals. There is no guarantee that the referenced information will suitable, applicable, or produce positive results. All investment and/or planning strategies are subject to profit and loss
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