You’re thinking ahead to retirement, but are you thinking beyond the numbers? When planning for retirement, most people spend the majority of their time attempting to calculate how much money will be necessary to maintain their lifestyle. However, planning for retirement is about much more than achieving a dollar amount, and it’s important to take steps to develop an effective strategy.
Review our pre-retirement guide with 10 key steps to help you develop a plan that fits your unique needs as you begin to unwind your career and prepare for what comes next. Click the image below or download the guide here.
The opinions and analyses expressed in the article are based on Curi RMB Capital, LLC's research and professional experience. The information and data in this article do not constitute legal, tax, accounting, investment or other professional advice. Investors should consult with their trusted professionals prior to taking any action.
Investments & Wealth Institute (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
