Pre-Retirees

As a pre-retiree, you have worked for many years and have seen many changes in the workplace. Now you’re on the final stretch of your working years, and questions are probably coming to mind:

• Are you on track with saving and investing?
• How much will you need each month to live comfortably?
• Where will the “paycheck” come from when you are no longer working?
• Do you have an organized plan for becoming retirement-ready?
• Are there others in your life that may need your support and care when you’re no longer working?

When we’re younger “save more” seems to be the mantra. Pre-retirees are in transition, though. It’s still about saving and investing but also being strategic and smart. It’s about planning for what’s to come while also enjoying where you are in your working years. Speaking with a financial planner will help you clarify your goals and get on a path to pursue them!