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Retirement on Your Mind?

About this time every year we seem to get a large number of questions about being ready for retirement. It might be the start of the New Year that brings out the inquiries or something else. For whatever the reason, if you’re thinking about retirement, we have two tools that might help you if you’re contemplating retirement in the next few years.

The first free tool is a set of checklists that you can use to see what you need to stop doing, start doing and keep doing as you think about retirement. You can download these free checklists hereretirement-checklists-3d-book

The second tool is a retirement readiness quiz that we created. This self-assessment will help you to identify areas of retirement readiness in which you are strong and areas in which you need to work. You can take the quiz at this link.

You can also call us at 425-373-9393 if  you want to talk with one of our fee-only advisors for a free Get Acquainted session to discuss your retirement plans. We’re always happy to talk with you about your retirement plans.