4 Must-Dos Before Retirement
Published September,5 2017
by Evan Beach in Kiplinger Magazine
I’ve seen too many people get too late a start on these four essential retirement checklist items.
By EVAN T. BEACH, CFP®, AWMA® | Campbell Wealth Management
There is a laundry list of financial items you should tackle before you retire. After meeting with several hundred people who have recently retired, or are about to, I have concluded that the vast majority of people are not overthinking it. In fact, I met with two people last week who told me they had just retired and were now ready to plan. Try to avoid that sequence.