As an experienced Registered Financial Consultant, author, and radio show host, Matt Dixon is constantly asked when people in Seneca, SC, should start planning for their retirement. While the easy answer is “immediately,” there is really no wrong time to start planning.
Avoid Waiting
While it is never too late to start planning for your retirement, the longer you wait, the fewer options and choices you have to build the nest egg you need for your life after work.
During your initial assessment and consultation, Matt Dixon reviews your current retirement savings, income, monthly expenses, and also discusses what goals you have during your retirement years.
To be able to address the expenses and future plans, having time to build up a savings account and retirement investment portfolio is essential. However, even if you are close to retirement, there are options that Matt Dixon In Seneca, SC can recommend based on your current situation.
Changes in Life
For many younger adults in Seneca, SC, changes in life bring about a focus on the future. A marriage, birth of children, a health issue with themselves or spouse, or even the passing of a parent can trigger a desire to plan for the future and have the funds they need in their retirement years.
Even with a modest income, there is the option for retirement planning at any time. The slow and steady building of a retirement investment portfolio and investment plan can help in deferring taxes and maximizing your retirement funds.
If you are considering starting a retirement investment plan, talk to TruNorth Advisors. To learn more about our services, visit us online at website
