This is an exciting time of life and you need to prepare not only your finances but also your mindset. Most people ignore the emotional and relational changes that happen when transitioning into retirement.
- Assess what you have using a personal balance sheet
- Determine how much you are spending
- Focus on why and when you want to retire
- Decide what a successful retirement looks like to you
- How will you generate an income and will it last?
Read about the personal balance sheet and how it can help
Get the financial plan blueprint