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Soon-To-Be Retirees Need a Plan
(By - Andrea Murad, Fox Business)
You may be dreaming of those days when you trade time spent in the office to days on a beach, playing golf or traveling. But funding any retirement lifestyle requires having enough income and savings to cover your needs. Knowing whether you’re able to take this next step means assessing where you are today, where you want to be at retirement and what you need to do to get there.
“Everyone, regardless of who you are and where you are in life, needs a plan and you need proper expectations around that plan,” says Katherine Dean, managing director of wealth planning, Wells Fargo Private Bank. “You have to understand what you want and what you’re working towards.” Read more…
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