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August 2017

The Six “W” Questions of Retirement

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As you know, a major part of my job as a financial advisor is to help you plan and save for retirement.

That said, it’s critical to take a hard look at what you are doing to ensure that you remain on track to reaching your retirement goals. Has anything changed in your life that could effect your retirement? Has your vision of retirement changed? Do you need to change how much money you’re saving, or how you’re saving it? Are your income needs still taken care of?

To make sure that you are still on track, I recommend that you ask yourself the following questions at least once every few years. I call them:

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