You should decide as early as possible when Retirement Sizing® will be best for you, even if you plan to continue working for some time. Ideally, you should consider Retirement Sizing® prior to either when your youngest child is graduating from high school or when the youngest adult living in the family home turns 50.
Why should I Retirement Size®? When you retire, your income typically becomes fixed and your assets begin to decrease due to:
- Rising medical costs
- College tuition
- Inflation
- Other unpredictable events
Most people fail, or at best delay, considering any kind of comprehensive or strategic plan to accommodate this stage in their lives. We can help you prepare your own custom Retirement Size® plan now, so that you can achieve all of your post-retirement goals in the future.