A Primer on Retirement Planning

Recognizing retirement as a transition rather than an end is a good first-step in building a plan that will minimize the disruption that a major life event of this magnitude can have. Whether it’s preparing for a stable income stream after stepping out of a career, or whether it’s giving thought to the emotional and social logistics of retirement living, there is no effective substitute for planning ahead. Personal money manager and award-winning author Julie Jason takes presents a nine-step assessment process to help you approach this planning process. Read her www.ctpost.com article here…

 

 

This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.

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