If you’re entering or still preparing for retirement, it’s important to consider exactly what you want to get out of your golden years. It’s great to talk about dreams or create a “bucket list,” but having a set plan of what you hope to do in retirement – be it traveling, moving to a new location, setting up a legacy, etc. – will help you to build a financial plan that operates with those goals in mind. 

These tips can help you balance your retirement hopes and dreams with actions you can take right now to work towards those end goals:

• Sticking to a plan: By setting goals early, you are motivated to take action sooner in order to work towards them. Early action can also allow you more options since there is time to spare.
• What is your “WHY?”: For each goal you have, tying it to your personal purpose for it. This will help with prioritizing your goals and decisions you make.
• Do the math: It’s tough to anticipate economic and market changes, but keeping a finger on the pulse of both current and expected future earnings and expenses will help with decision making.
• Be SMART: Set goals that are specific, measurable, achievable, results-focused, and time-sensitive. 

Whether you’re winding down on your working career or still have years and years before you see yourself in retirement, the best way to end up where you want to be is to build a firm picture of where you want to go. 

Contact Consha Financial at 678-539-9518 and we can show you ways to align your ambitions with information and strategies that can help build toward the retirement you deserve!

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. 

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Investing involves risk including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc.] generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Insurance products are offered through the insurance business Consha Financial. Consha Financial is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Consha Financial are not subject to Investment Advisor requirements.

This blog is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.