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If you make smart moves at the beginning of your retirement, you can dramatically increase the odds of feeling secure, confident, and carefree about your post-working life.
The first five years after leaving work aren’t just about money. They’re about intentionally designing your next chapter—so you don’t wait until age 70 to figure out what truly matters.
For members of the Sandwich Generation, financial freedom is more than a distant retirement goal—it's a necessity that requires balancing current commitments to family and career with future aspirations.
Estate planning is essential for individuals of all ages and income levels. It's not just about distributing assets; it's about protecting your family, minimizing taxes, and ensuring your wishes are carried out.
Retirement planning is a crucial aspect of financial security, especially for professionals in the sandwich generation.
Tom highlights the tax advantages of Roth IRAs, the flexibility they offer for retirement planning, and how life insurance can provide financial protection for your family.
While it's natural to prioritize your family's needs, it's crucial not to neglect your retirement savings.
Planning for retirement can feel overwhelming, but gaining a deep understanding of where your income will come from is not just crucial, it's empowering.
Retirement planning isn't a one-size-fits-all process. It's about taking control of your financial future and crafting a retirement plan that reflects your unique goals, needs, and circumstances.
Massie Financial Planning understands the unique challenges faced by the sandwich generation, who must plan for their retirement while supporting both their children and aging parents. Determining whether you are on track for retirement involves several key steps: