7 - Feeling Comfortable About Your MoneyBy Barry LaValley
The final life area to consider in retirement is the role that your financial resources will play. Each financial plan will be unique, but the key here is to make sure that you have considered the earlier life-transition elements that we discussed above before you develop your financial plan with your advisor.
You don't want money to add stress to your retirement. That's where your financial advisor can help-by ensuring that you are comfortable that your financial plan is directly aligned with your life plan through all of those transitions that we talked about.
Building a Financial Plan |