“Often when you think you’re at the end of something, you’re at the beginning of something else.”

The simple nature of Mr. Fred Rogers’ messages that he delivered over a span of three decades to help children address their emotions is an encouraging example of how retirement can be viewed. Whether you are enthusiastic or apprehensive about this next stage of your life, being on the threshold of one door opening while another one closes can feel overwhelming. Our guide this month is a “How-To” manual on retiring in 2023. Having a plan in place and a good grasp on what to expect can make the transition more comfortable.

Sure, we all have given it some thought, but do you actually want to retire? How will you keep active when the daily grind is over? Does your budget support the lifestyle you envision in retirement? Do you anticipate a stream of income from your benefits or are you concerned that the flow will diminish to a trickle? As you arrive at retirement’s doorstep, it is important to have a good sense of how much money you’ll need to maintain your desired lifestyle, and it couldn’t be more important to have a sound withdrawal strategy in place to help you avoid outliving your assets. We invite you into our neighborhood, take your shoes off, get comfortable, while we discuss how to retire as soon as possible and making the most of new beginnings. Let’s get started!

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The information in our Guides is of a general nature and is provided solely for informational purposes; it is not individualized and does not constitute investment advice or an offer to buy or sell any security, product, service or investment.