Where do you begin to plan for retirement?

Our 13-point “Retirement Checklist” is a great place to start


Retirement isn’t as easy as cleaning out your office, shutting the door and heading off to relax on a beach somewhere.  It takes planning.  Truth be told, retirement planning is as important if not more so than career planning, because you don’t want to waste a minute of your retirement years.  There’s little time for “do overs”, so it’s critical to think ahead, plan ahead and to be prepared as best you can to have the time of your life in retirement.

If you’re like most people, you’ve been putting money away for retirement, but there’s more to retirement planning than reaching a certain number in your 401k or other savings account.  What do you want to do with your free time and what is the associated cost?  Have you determined a retirement budget, and where will money come from for day-to-day expenses?  Do you plan to seek part-time employment?  How will such income be taxed?  Are you set with health insurance and Medicare supplemental coverage?  When should you start claiming social security?  The list of things to think about is long and important but, not to worry, very doable.

We offer the “Retirement Checklist” as a great starting point for your retirement planning –– one more way we help you Fund a Life You Love™. Click here or on the image to the right to download.

At Lenox, we assist our clients in all aspects of their financial life –- career years through retirement years –– not just in managing their portfolio.  Have a question?  Need some specific guidance or information?  Please let us know. It would be our pleasure to help you Fund A Life You Love™.

If you’re ready to discuss financial planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow.

Call us for a complimentary 1 hour review.  Call 513.618.7080 or contact us here to Fund a Life You Love.


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This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.