Are you getting close to retirement age? Have you started daydreaming about long, lazy days in the sun without a hectic schedule filling every minute? Then perhaps it’s time to do something about that wishful thinking and take some concrete action to make a smooth transition to retired life.
If you are getting close to retirement age, this newsletter is for you. Parsec CEO Rick Manske explains how to save for education expenses in the face of retirement planning. Michael Baughman provides a 5-year countdown checklist, and Travis Boyer explains how to adjust your portfolio allocation ahead of retirement alongside a portfolio spending illustration. Nancy Blackman outlines eight steps to take ahead of retirement and Cristy Freeman suggests making a bucket list. Larry Harris writes about his experience turning 65 and Neal Nolan ponders what the day after retirement might feel like. We announce our 2021 Parsec Prize recipients and other company news. Enjoy!
Please sign up to join our mailing list and receive our latest news, thought leadership content and invitations to upcoming webinars.