Why You Should See Your Advisory Team More During Retirement
Learn about the unique role your advisory team plays in retirement.
When you flip the switch and enter retirement, the planning doesn't stop; in fact, it becomes more involved. Are you spending more or less than you had budgeted? Do you have any unexpected expenses popping up (like a new roof on your house, new grandchild, etc.)? Or are you reaching the age when you need to begin taking required minimum distributions? Entering retirement is a time when you should be meeting with your advisory team more often.