Fete Lifestyle Magazine October 2021 - Best Of Issue | Page 25

ctober is here. Year

end is right around

the corner and

several of my clients have been asking these two questions:

1.) What should I be preparing for towards my retirement?

2.) What should I do with my old 401k?

Well, these questions are coming from the incredible number of people who are dealing with layoffs and forced career changes due to the past 18 months of the Covid-19 pandemic.

So, this month I wanted to share some of the key milestones and financial birthdays to help your current and long-term financial planning lifestyle.

Every birthday is special – but these are particularly important for retirement planning. Take advantage of these key milestones to help ramp up your retirement assets as you prepare for retirement or help make the most of your retirement income distributions while in retirement.

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Photo Credit Clay Banks