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Transitioning into Retirement

Are you getting closer to retirement? As you prepare to shift from working full time to being retired, your retirement savings plan needs to shift as well.

    Anticipating Your Expenses

    It's helpful to think of retirement in terms of expenses. There are those that are less impacted by inflation - such as a fixed mortgage - and there are those that are sensitive to inflation - for example, health care expenses. Consider matching different expenses with different sources of income.

    Assess Your Retirement Situation

    To make the most of the time you spend with your advisor, it may be a good idea to get organized ahead of time by:

    • Prioritizing your goals
    • Calculating your expenses
    • Determining your potential sources of income

    Download the Personal Assessment and Worksheet to help prepare for your meeting. Or if you prefer, take them with you and fill them out with your advisor