Pre-Retirees
As retirement approaches, planning priorities often shift from accumulation toward questions of timing, income, and flexibility.
Typical financial questions
- When can I afford to retire?
- How should my investment approach change as retirement gets closer?
- How do different income sources fit together in retirement?
Potential planning priorities
- Reviewing retirement timing and readiness
- Coordinating income sources for retirement
- Adjusting investment approach as the time horizon shortens