The “retirement red zone” is the 5 years before and the 5 years after retirement—a critical time when your decisions about investments, income, and risk can have a lasting impact on your retirement security. In this video our financial Advisor, Sean, and Erin zero in on the 5 money moves you should make before you retire:
1. Define Your Budget and Expenses
2. Define Your Sources of Guaranteed Income
3. Define Your Income Gap, and Formulate an Income Plan
4. Strategize on Social Security
5. Consider Taxes
If you’d like to find out if you’re ready to retire and ensure you don’t run out of money, please call Sean at (603) 715-2335 or visit www.DavisWealthMgmt.com to make an appointment.