As you move closer to retirement, there are a number of items that you need to have in place to enjoy a successful retirement.
Here with some retirement 101 tips is Roland Kljunich, President and CEP of Roland Financial Wealth Management. Kljunich says, “Many retirees often fail to establish a formal retirement income plan. This plan should include both a detailed budget and forward-looking tax mitigation strategies, cost of living adjustments, etc. My advice is to meet with a qualified retirement planning professional to help you set your goals and implement strategies. Because, at the age of 60-65, you want the next 20, 30 plus years of your life to be golden, not a hardship.”
For more advice, see the video above.