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If you're selling your home when you retire, you'll need to decide what to do with the proceeds of your home sale. There are many ways you can use the profits from a home sale to help your retirement plan.
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Another critical part of evaluating one's readiness to retire early is to determine how to recreate a paycheck in retirement. During our working years, most of the focus of our saving and investment is to grow our next egg for a future retirement. Now that you are at the point of considering early retirement, you'll need to figure out how to create a monthly income to cover your needed expenses and have the cash to do the things you want to do in retirement.
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If you’re 55 or older, be aware of how an early retirement offer could impact your finances. Early retirement packages can offer financial benefits that are worth considering. But there are several aspects to evaluate before deciding if an early retirement offer is the right choice. Ultimately, you want to make an informed and educated decision on whether accepting an early retirement offer is right for you.
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I found over the years that there was one group of clients that really had a lot of questions and needed my help. It was those clients that were considering retiring early. I realized that to truly serve this group of clients and deliver as much value as possible for them, I need the freedom to focus exclusively on being the best planner for these clients and these clients alone.
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