What are you doing to prepare for retirement?

See our 13-point “Retirement Checklist” for getting retirement-ready.

Whether retirement is still decades away or just a few years down the road, you should be planning for it now.  Waiting too long to begin preparation can sabotage the dreams you envision for your retirement years. 


The fact is, retirement planning goes hand in hand with career planning, with each stage of life having an impact on the other.  This reality has spurred people as young as in their 20s and 30s to start thinking about and planning for retirement, and to take advantage of 401k or other retirement savings plans that oftentimes weren’t even available for prior generations. 


Starting early to save money for retirement and continuing to do so faithfully is one of the smartest strategies to follow for attaining the retirement of your dreams.


But, there are other equally important things to think about.  At what age should you retire?  Just because your friends plan to retire at age 62 or 65, is that the best age for you, from a financial, emotional and physical health standpoint?   What do you want to do with your free time, and what is the associated cost?  Have you determined a retirement budget?  How much money will you need for day-to-day expenses and where will it come from?  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? 


Because you don’t want to waste a minute of your retirement years, 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. Our Lenox financial advisors are here to help you do just that.


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 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 visit www.lenoxwealth.com to Fund a Life You Love.


Past Performance is not indicative of future results.


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.