Lisa A.K. Kirchenbauer
Q: Given all the uncertainty in the markets and economy, is this a good time to retire?
A: Frankly, the answer is it depends. Planning for a successful retirement isn’t just about your portfolio and what’s happening in the economy right now. Getting ready to retire requires a top-to-bottom look at both your personal and financial situation. A full review of your ability to retire looks at everything from your emotional readiness to cashflow planning, the right Social Security strategy, insurance planning and the best portfolio structure to support your needs. The Certified Financial Planners & Certified Financial Transitionists at Omega are here to help you navigate all aspects of planning your transition to “what’s next.”