5 Things to Do Before You Retire

Do you know what you want your retirement to look like? That’s the first thing you need to figure out when you’re nearing retirement.

Five cacti in pots in a row. The fifth cactus is blooming.
(Image credit: Getty Images)

For many people, retirement planning is a rather nebulous concept. They stash money away – sometimes thoughtfully, sometimes without true goals in mind – all with a vague idea that someday they will reach retirement, whatever that might mean.

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Cory Chapman, Investment Adviser Representative
Founder, Managing Partner, EFC Wealth Management

Cory Chapman of EFC Wealth Management has previously passed his series 6, 7, 63, 65 and 24 securities licenses. He is still currently utilizing his Series 65 securities exam as a registered Investment Adviser Representative. He also holds his life and annuity insurance licenses as well as a real estate license in the state of California and has over 10 years of experience in the mortgage banking industry, with an extensive knowledge of estate planning and taxation.