Retiring in 2025? 5 Money Moves to Make Before You Retire. - Cravitz Financial & Insurance Solutions

Retiring in 2025? 5 Money Moves to Make Before You Retire.

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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