Nearing Retirement? It's Time to Focus on Goals Instead of Investments

In some ways, life in retirement is tougher than years you spent in the workplace, or at least more complex. You have many decisions to make about where your money will come from and how to preserve it.

(Image credit: UWE UMSTAETTER (UWE UMSTAETTER (Photographer) - [None])

You’ve worked, wondered and perhaps second-guessed yourself for years as you monitored the investments that — you hoped — would one day provide you a well-earned and fun-filled retirement.

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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.

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Carlton W. Murrey, Investment Adviser
Wealth Management Adviser, J. Biance Financial

Carlton Murrey is the wealth management adviser with J. Biance Financial. He began his financial services career in investment banking and held positions as director with Carolina Financial Group and as an associate at Wachovia Securities.