Surprise, You Can Retire Now!

Many baby boomers do not realize that they have already passed the retirement threshold, but they have trouble transitioning their mindset from wealth accumulation to personal fulfillment.

As a financial adviser, I regularly encounter people who believe they are still several years away from retirement. They are shocked when, after a careful review of their accounts, I tell them that they have sufficient funds to retire today. It’s a privilege to be able to inform a client who has spent a lifetime working to reach this moment that it has arrived. I tell them, “You did it. You won.”

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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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Jeff Bush, CLU, ChFC
President, Informed Family Financial Services

Jeffrey E. Bush is the Managing Partner and Chief Operating Officer of Informed Family Financial Services and has been dedicated to providing high-quality service to his clients since 1994. Jeff received his MBA in Finance from St. Joseph's University and graduated magna cum laude from Alvernia University majoring in Business Management. He holds professional licenses, which include Series 6, 7, 63, and 65.