top of page
  • doug9556

Is It Time to Take Inventory?

As the end of the year quickly approaches, it makes me think of taking inventory. As your retirement approaches, are you taking inventory of your needs? Financial security looks different depending on what phase of life you are in. As you approach full or p/t retirement, it is very important to look at factors like retirement income sources, monthly expenses and some other holistic retirement issues such as home ownership and estate planning.

3 views0 comments

Recent Posts

See All
bottom of page