Budgeting

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.

November 29, 2016

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.

Keith Morelli contributed to this article.

Investment advisory services offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser.

Isaac Wright, ChFC

President, Financial Dynamics and Associates

Isaac Wright, president of Financial Dynamics & Associates, is a financial adviser and licensed insurance professional with a focus on retirement planning and asset preservation for families and retirees. He has assisted families and retirees in reaching their financial, retirement and estate planning goals for more than 15 years. He is the author of Navigate Your Way to a Secure Retirement.

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.