5 Questions to Ask Yourself Before Planning for Retirement

Are you saving for retirement tax efficiently?

Do you have the proper estate documents in place?

Are you maximizing your firm’s benefits?

Are you investing your retirement funds properly?

What happens if you retire in a down market?

About Justin Boucher

Since 2011, I’ve worked alongside professionals who were feeling “cautiously” optimistic about retirement. What if you had a financial plan that showed you when you could retire and how long your money would last? I decided to create a process that makes financial planning fun and makes sure people like you get where they want to go with their finances.

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