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The 3 Pillars of A Successful Retirement

A Simple Checklist to Kick-Start Your New Work-Free Life

If you’re within 5 years of retirement, you’re in a critical period – if you take action now, you may still be able to make up for past mistakes. The decisions you make now will define your retirement lifestyle and your ability to retire successfully. This checklist is designed to highlight your strengths and weaknesses for retirement preparation.

A Simple Checklist to Kick-Start Your New Work-Free Life

Go through each step of this checklist and take action. As you go, jot down any questions or concerns you may have and send them to me here. If you’re feeling overwhelmed and want some pro guidance, give my office a call to schedule a chat at the number below.

“A dream doesn’t become reality through magic; it takes sweat, determination, and hard work.”

— Colin Powell

A Holistic Income Strategy

Pillar #1

Why should you get a professional opinion of your income strategy?

Turning your savings into enough income to last the rest of your life is complicated — and frequent rule changes make it complicated to navigate alone.

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A Market Readiness Strategy

Pillar #2

“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.

— Helen Keller

Why should you get a professional opinion of your income strategy?

Turning your savings into enough income to last the rest of your life is complicated — and frequent rule changes make it complicated to navigate alone.

Would you like help planning for your own retirement?

A Forward-Thinking Tax Strategy

Pillar #3

Why should you get a professional opinion of your income strategy?

Simple: don’t give Uncle Sam a dime more than you have to. Tax laws change constantly and your strategies need to keep up.

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“Nothing in life is to be feared, it is only to be understood. Now is the time to understand more, so that we may fear less.”

— Marie Curie

Contact Steve

I can help you get clarity about your retirement plans and help you create the roadmap to a successful work-free life.

You might be thinking to yourself: this is too overwhelming to deal with right now. Before you set this checklist aside for later, I want to remind you of something: you’ve already made the decision to take action. The first step is the hardest, and you’ve already taken it. Just taking that step puts you much farther ahead than most people.

It’s okay not to have all the answers to the questions presented in this checklist. What’s important is identifying where you still need to take action. If you need some advice or encouragement, please call my office to schedule a chat.

Even if you feel comfortable with your current retirement plan, I’d recommend getting a professional to find out if the changes from the new retirement regulations impact your current strategy.

Phone

(813) 586-3546

Email

info@steveathanassie.com

Website

steveathanassie.com

Sources & Disclosures

1 https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs

2 https://thehill.com/policy/finance/541675-debt-to-break-wwii-record-by-2031

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.

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