5 Questions You Need to Answer before You Retire

To design your ideal retirement, you need to start with a few specific questions... and if you're married, make sure you do this exercise together! In this video, Josh with Millard Financial Group and Erin Kennedy walk through what you should consider when answering these vital questions:

1. When do you want to retire?

2. Where do you want to live when you're retired?

3. How is your health?

4. How much could your Social Security benefits be?

5. Do you have a financial plan?

Because retirement is so much more than just a number in your bank account, working with a financial professional can help you define and build your ideal retirement. If you'd like to talk through your unique goals and objectives in retirement, please give Josh a call at 260.488.8300

#WealthManagement #Retirement #SocialSecurity #FinancialAdvisor

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.