April 2023

Ask yourself these retirement planning questions in your 40s and 50s to develop a savvy financial plan.

Retirement Planning Questions to Ask in Your 40s and 50s

Retirement Planning, Uncategorized / Jesse Lownsbury CPA, CFP® Candidate

As you enter your 40s and 50s, it’s an opportune time to start contemplating your retirement lifestyle and evaluating your financial position. You’re getting closer to having greater freedom and more time to pursue your passions, which is exciting, but you’ll want a financial plan in place that will give you security and peace of mind. Asking yourself the retirement planning questions below can help you solidify your plans and financial goals for the coming years.

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Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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Retirement Planning Questions to Ask in Your 40s and 50s