During the transition phase, you should be focusing on putting your savings to work, shifting to planning for what comes next. Strategizing on how to best position your assets and address your commitments is most important now as you start planning and budgeting for life after work.
How you position your accumulated savings can make a big difference in retirement. We’ll work with you to get a clear picture of your anticipated living expenses and the resources needed to fund them to help ensure you’re on track.
You’ll need to reassess the risks you face as you look toward your life’s next phase. Your life and finances can present many complexities at this stage; a strategic approach helps the transition go more smoothly