It may take decades over the course of a career to save for retirement, but there is a small and defined window of time leading up to one’s golden years that is exceptionally critical when it comes to planning. I often work with my clients three to five years ahead of their anticipated retirement to fine-tune their plan, reviewing everything from financial expectations, probable lifestyle changes or decisions, and often-overlooked non-financial considerations.
Having a map or outline defined in the years before retirement will ultimately provide financial and emotional comfort and stability for the future. Below is a roundup of