What Having a Retirement Plan Looks Like
Why you should start planning your retirement as soon as possible.
How We Can Help You Book an Initial Consultation
What will your retirement look like? Today I want to share a story that shows why retirement planning is important.
I didn’t have any plans for this past Memorial Day weekend, so I went down to Sarasota, Florida, to meet up with a past client, Bob, who’d become a close friend. He invited me to dinner at his house, which is one of the most stunning homes I have ever seen.
I was impressed with what he and his wife, Betty, had done with the place. It was an immaculate home that sat near the water and had a beautiful screened pool. He ended up grilling a delicious lobster for dinner. Bob also has another home in Costa Rica, and I hope to make it down there sometime.
My point is this: Bob and Betty have done a great job planning their retirement. They are living their retirement dreams. Planning is important; if you don’t have a plan, you probably don’t know where you’re going.
Talk to your financial advisor if they haven’t given you a plan. If you don’t have an advisor, give my team a call. We can put a plan in place for you
The information contained in this blog does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the author, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct.
Every investor's situation is unique and you should consider your investment goals, risk tolerance, and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of the strategy selected. The foregoing is not a recommendation to buy or sell any individual security or any combination of securities. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.