The Unsung Role of Budget Planning in Retirement
More important than determining your investment strategy, outlining your post-retirement expenses can help ensure your money lasts a lifetime.
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Sometimes, the little things make a big difference.
You probably remember the proverb about how for want of a nail, eventually, the kingdom was lost. As you edge toward retirement, you don't want to lose your kingdom because of a detail you hadn't figured on.
Isaac Wright, president of Financial Dynamics & Associates, is a comprehensive financial planner who has helped retirees for more than 15 years. He also is author of Navigate Your Way to a Secure Retirement.
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Keith Morelli contributed to this article.
Investment advisory services offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser.
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