retirement planning Arizona

Know Before You Go

When do you want to retire? I have the task of often answering this question as a Certifed Financial Planner. Speaking with an advisor can help you take a look at your probabilities of success and assist with reviewing key indicators you should be aware of to understand how much income and money you may need in retirement.

retirement planning tempe arizona

Financial Issues as Retirement Draws Near

Careful planning in the months before retirement can help you ensure a smooth transition. Key Points You should try to reduce or eliminate credit card debt before you retire. Make sure to determine which accounts you will withdraw from first. Remember to work with your financial advisor to develop an appropriate asset allocation strategy By the Numbers 59½ is the …