Why is a Written Retirement Plan so Important? скачать в хорошем качестве

Why is a Written Retirement Plan so Important?

Why is a written retirement plan so important? In this video, Cris Wallace, CFP® , ChFC® explains why having a well-thought-out written retirement plan can make the difference between guessing your way through retirement and moving forward with confidence. Rather than relying on your gut or reacting to market changes, a written retirement plan helps you make informed decisions based on a clear strategy. We break down the key reasons a structured retirement plan matters, including: • Clarifying income goals in retirement • Managing market risk and volatility • Planning for healthcare and unexpected expenses • Creating tax-efficient strategies • Staying disciplined during emotional market cycles If you're approaching retirement or already retired, understanding how to build a written retirement plan could be one of the most important financial steps you take. Schedule a call with our team: https://www.wgfinancialgroup.com/cont... Visit our website to learn more: https://www.wgfinancialgroup.com/ If you found this helpful, make sure to subscribe for more retirement planning insights designed to help you retire with confidence.