Retirement Readiness

Retirement Readiness

March 12, 2016

Mike was in his mid 50‘s and had started to think ahead. He liked his office job, but had a real passion in the field of aeronautics. With good planning we were able to set up his investments in such a way to replace his normal income for 2 years while he went to school. Then Mike took a job working part time in his new field - and we adjusted the investment income based on those part time earnings. This is what new fangled retirement looks like - doing what you love.

Many people facing retirement are confused about health insurance options, Social Security choices, and how to invest their retirement accounts. In this episode Mary Sterk discusses these issues and highlights strategies to prepare for a successful retirement. She also offers a unique set of tools that will help you with your planning so you can retire with confidence.

Click here for your Strategic Retirement Tool Kit.

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