Latest / Money & Taxes from Bb to XYZ
Soon-to-Be Retiree? How to Get Ready
Financial planning doesn’t end when you stop working! If you’re preparing for retirement, recently retired, or hitting a milestone — like three, five, or 10 years in — it’s probably a good time for a check-up. Where's your money coming from? Where's it going? And what are you doing when you’re no longer working? Wherever you're at in the retirement process, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have some ideas you can use to do it the right way.
Plus, here’s the elder millennial meme that Jason mentioned and the Spotify link to the Die With Zero audiobook!
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The skinny
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