Conclusion

Putting It All Together

Planning for retirement requires a significant investment. I’m not just talking about your money though. You need to commit your time and energy to it too. I hope you’ve seen that if you spend the time up front with your plan and your portfolio, you don’t need to make retirement planning a full-time job.

Let’s recap some of the most important ideas that will shape your retirement:

  • It all starts with a plan. You need to establish your goals and a realistic budget for life after retirement. That plan will influence how you invest and how you withdraw your money post-retirement.

  • You have to balance the joys of retirement with the realities of your healthcare and long-term care needs, especially when setting ...

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