Have I Secured My Life Beyond Work?
Highly driven individuals don‘t work one day and retire the next. It‘s more of a “glide path” as they go from highly engaged to rarely engaged. Planning this very personal transition is where our wealth management team can help you get the balance right.
There’s no need to slow down just because you’re getting older, but you might want to shift your focus. You could see the world or pursue a new hobby. But how will you fund your new lifestyle? Most of us underestimate the income we need, to do the things we want. Start your retirement financial planning now so you’re one step ahead.