Retirement planning usually takes place over decades. Checking in with yourself throughout the planning process can keep you on track, but you also need to give your finances a hard look.
In this video, we lay out 5 steps you need to make before you tell the boss goodbye:
1. Decide when to claim Social Security
2. Determine whether you have adequate savings
3. Decide on a withdrawal strategy
4. Schedule check-ins
5. Consult an Advisor
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