Five Retirement Mistakes You Can't Afford To Make: Bonus Mistake

retirement mistakes retirement planning

Bonus Mistake: Not Seeking Professional Help

Look, I get it. Financial advisors have earned somewhat of a bad reputation over the years. But here’s the thing: you only get one chance to get retirement right. This is what I do all day, every day. You may have consulted with a guidance counselor in high school to figure out the appropriate college, a career counselor in college to figure out how to earn a living, and a marriage counselor or religious leader before getting married to make sure you and your spouse were on the same page. All of these people had shepherded countless others through the process you were about to begin, and brought that experience to bear to help you succeed. Why would you not look for the same level of experience to help you through this vitally important transition between the world of work and retirement?

A good financial planner can easily help you with all of the hard numbers-based issues you might have. He or she can help you figure out how to maximize your Social Security benefits, how to best invest your hard-earned assets to provide the retirement income that you need, how to plan for the potential of needing long-term care in a way that keeps you comfortable.

A GREAT financial planner can also help you explore the non-money aspects of retirement. He or she can facilitate some exercises to help you figure out your most deeply held values, and how you are going to live your life according to those values as you transition into retirement – an exciting time of life, full of the potential for self-realization.

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We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

Five Retirement Mistakes You Can't Afford To Make: Bonus Mistake

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

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