Planning to Retire in the Next 3-5 Years? What to Consider Today
by Julie Virta, CFP®, CFA, CTFA
Jul 26, 2022
2 minutes
It may take decades over the course of a career to save for retirement, but there is a small and defined window of time leading up to one’s golden years that is exceptionally critical when it comes to planning. I often work with my clients three to five years ahead of their anticipated retirement to fine-tune their plan, reviewing everything from financial expectations, probable lifestyle changes or decisions, and often-overlooked non-financial considerations.
Having a
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