Spring Cleaning Your Finances: A “5-Year To Retirement” Checklist

One checklist of what to do 5 years before retirement sums it up by saying, “Know what’s coming in, know what’s going out, and have a plan for taxes and healthcare.” It seems simple enough, but what could you be missing?

Charleston’s Retirement Coach, Brandon Bowen, digs deeper to sort through the “easy items” and “tough stuff” you need to address within your own plan.

Learn ways to identify and organize your financial needs, wants, and risks. Go beyond the basics and address income longevity, stock market risk, and sequence of return planning. Whether you have $500,000 or $5 million, take actionable steps to help avoid financial blind spots within your plan.

Visit BowenWealth.com  to schedule time with Brandon and begin your personalized retirement gameplan.

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