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It's Important to Understand the Stages of the Financial Planning Life Cycle
Although these are two distinct stages, we believe that they must be considered together when planning for a financially successful retirement. In your Mid to Late Career we're focused on preserving and increasing your wealth, and we're planning how to create a continuing income stream for your Retirement when you are living on your saved wealth.
If you plan and execute effectively in your Mid to Late Career, you may have the option to retire at an earlier age than you may have thought! This option gives you the choice to retire, keep working, pursue a passion project or even start a business that suits your retirement lifestyle.
FIT Planning Questionnaire - please click here to download and get started:
The Long Run: Women and Retirement
It May Be Time for a Financial Checkup
Investment Strategies for Retirement
LET US HELP YOU DESIGN YOUR FINANCIAL STRATEGY
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."