Throughout your life, you've probably dreamed of your retirement—mostly thinking about the freedom, joy, and new adventures that time of life promises to offer.

But as that day approaches, you start to realize that you’re trading one set of financial responsibilities for another. After a lifetime of putting part of your income in a retirement account without thinking about it too much, now you have to make a new set of decisions about how to protect, maximize, and wisely spend your retirement nest egg.

Planning your financial strategy in retirement can be an intimidating task. But with the right guidance, it doesn't have to be. This guide walks through four key steps that can help you transition into retirement with confidence:

  1. Determine your expenses—including fixed expenses, essentials, and discretionary purchases
  2. Determine your income—all your sources of retirement income, from Social Security to pensions to IRAs and more
  3. Match your income source with your goals and time frame—this step will help you match your investments with your risk tolerance and objectives
  4. Know when to call in the professionals—for some, self-managing retirement planning is doable. But for many, professional assistance is advised to deal with tax implications, more complex strategies, healthcare issues, and other more complex planning.

If you have $500,000 or more, fill out the form to get your free guide today!

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