Five Steps to Getting Financially Organized Before Retirement

Getting financially organized before retirement can be a daunting task. There are many unknowns and it can be hard to know where to begin. For that same reason people often wait too long to address retirement needs and, unfortunately, don’t achieve the financial freedom for which they long. When people get serious about retirement, many start by analyzing their investment account(s) (or lack, thereof). Ideally, they’ll meet with a CERTIFIED FINANCIAL PLANNER™ professional to get them on track. In this article, I’ll share with you five steps you should take to get financially organized before retirement. Spoiler alert: None of the five steps outlined involve contributing to a retirement account! Let me explain:

The first steps to getting financially organized do not involve dollars and cents.

Financial organization starts by identifying and prioritizing what is most important to you. This is a foundational financial planning concept you need to adopt in order...

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