10 Years away from retiring? Try this!

At least 10 years in advance of your retirement, it is a good idea to begin mapping out your financial future by going out on a date to talk about your retirement. Some questions that you should consider discussing are:

How much Income will I need each month?
What assets do I have that will generate income?
Are my Wills, Trust, and POA documents in place?
Do I have a financial plan set in place for inflation?
Do I have tax-deferred assets built into my portfolio?
How is my health?

Then take it one step further to a financial advisor, who can begin creating a financial plan that fully encompasses the key items that matter most to you.

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Weekly Market Commentary: July 11 – 17

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How Do Fixed Annuities Work?