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Wealth & Well-Being

Do you have a 5/10/20 Retirement Plan?

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We recently received a great piece from the National Association of Personal Financial Advisors (NAPFA) that outlines the basics of how to build a solid plan 20, 10 and 5 years out from retirement. It encourages people to understand what they can do to improve their long term financial plan by providing a checklist that will prepare them for well-being and peace of mind in their golden years.

Breaking down benchmarks at the 20, 10 and 5 year marks can help people identify whether they may have some work to do when it comes to their financial planning. This allows them to evaluate where they stand based on where they are in their careers, where they want to be in a given time frame and what is recommended for them in that stage.

We are grateful that we have been able to help so many of our clients build a solid foundation for retirement based on their goals and aspirations for the future. We hope you'll read this informative checklist and share it with a friend or loved one who you think may benefit from refining their retirement goals and designing blueprint to accomplish them.

Read the NAPFA piece here

Written by Robin Young

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