Are You Ready for Retirement is a sponsored conversation written on behalf of CFP Board. All opinions are my own.
Are You Ready for Retirement?
Are you ready for retirement? My husband and I are planning on retiring as early and as soon as possible. This is both exciting and scary. It feels great to be at this stage in our life, but we’re not really sure we’re ready for retirement. Actually, we are ready, but our finances probably are not.
I am an unorganized mess when it comes to finances. Running two businesses and a household budget is overwhelming. Every year I set out on a good path, recording income, expenses and filling out the reporting documents. Usually, around April, I start to waiver. Then I get a week behind. A month behind. Then it’s two months and I give up.
Enough is enough. I am committed to doing better for my family and my business. It’s time to schedule an appointment with a CERTIFIED FINANCIAL PLANNER™ professional.
How to Get Ready for Retirement
No matter what your age, if you haven’t started planning to get ready for retirement, start now. I definitely regret not getting my financial future planned before now.
There is no time like the present to plan for your future.
Who Can Help You Get Ready for Retirement?
When you are looking for a financial planner, choose carefully. I’ve been doing a lot of research and have found some interesting things I think you need to know about financial planners.
Did you know that anyone can say they are a “financial planner” ? They don’t need to have any education or experience. That is scary. I want to be ready for retirement so that means I need a professional. There are so many choices and advertisements out there, so you have to choose wisely.
Always work with a CFP® pro. When you see this symbol you know your CERTIFIED FINANCIAL PLANNER™ professional is trained to manage your financial needs. They have completed extensive training and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make financial planning recommendations for your stage of life.
It’s reassuring to know a CFP® professional goes through more than 4,000 of hours of financial planning experience. They are ethically bound to put clients’ interests above their own and to provide financial planning services that act in the best interests of their clients. Those standards make the choice to use a CERTIFIED FINANCIAL PLANNER™ professional easy for me.
It’s Never Too Late to Get Ready for Retirement.
Getting ready for retirement isn’t just about investments, it’s a combination of many things that help you reach financial goals.
Please make sure you do your own research and find the CERTIFIED FINANCIAL PLANNER™ professional that works for you. Develop a relationship and work as a team to set your financial future on the right path.
Retirement should be a happy and stress-free time of life. I am looking forward to enjoying my golden years, with a clear financial plan.
Don’t wait any longer. Find the CFP® professional in your neighborhood today!