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Lookback Special: 6 Steps to Smart Retirement Planning

According to the Pew Research Center, ten thousand baby boomers are expected to turn age 65 each day from now until the year 2030! If you’re in this group, you’ll want to make sure you’re prepared! Rachel Klinger from McCann Wealth Strategies in State College is here to help.

6 Steps to Smart Retirement Planning

  1. Define Your Budget
  2. Review Your Retirement Accounts
  3. Decide Where to Live
  4. Create a Social Security Strategy
  5. Establish an Income Plan
  6. Get to Know Medicare

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, McCann Wealth Strategies can help you every step of the way. Visit McCann Wealth Strategies or call (814) 237-0841 for more information.

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