Retirement planning usually takes place over decades. Checking in with yourself throughout the planning process can keep you on track, but you also need to give your finances a hard look. In this video, our financial advisor Sean and Erin lay out the 5 steps you need to make before you tell the boss goodbye:

1. Decide when to claim Social Security

2. Determine whether you have adequate savings

3. Decide on a withdrawal strategy

4. Schedule check-ins

5. Consult an Advisor

If you’d like to see if you’re on track to retire this year, or in five years, please give Sean a call at 603-715-2335 or click HERE to schedule time directly on Sean’s calendar.