Aug 31, 2023
AMR will be hosting an education webinar on September 20th to help people prepare for retirement. The webinar “Are You Ready for the Retirement Red Zone?” will be held from 10am to 11:30am. You can register for the webinar at AMRfinancial.com. The program will be recorded and posted on AMRfinancial.com and the AMR You Tube channel.
Even if you are already in retirement the subjects we will be talking about will be helpful in case you missed something when planning for retirement or need to make an adjustment to your the plan.
Having a financial plan helps take the guess work out of whether you be ready for retirement when expected or if you should adjust your plan. A plan will also help identify that you and your partner have a common vision going into retirement.
When preparing a financial plan do some stress testing to ensure that you plan can hold up in the event that a worst-case scenario occurs. Some people save so long for retirement that they don’t give themselves permission to spend money that they have saved for retirement. Sometimes caring parents put their own financial security at risk when helping their children. A financial plan can provide a roadmap.
In the September 20th webinar, we will be talking about what to be thinking of and preparing for as you approach or are recently in retirement.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
Something More with Chris Boyd:
Asset Management Resources:
Recorded August 24, 2023