Did You Plan Your Retirement as Well as Your Vacation?

After working hard all of our lives, the goal for most of us is to have the freedom to go explore and complete the “bucket list” that we have always dreamed of.

(Image credit: Getty Images)

After working hard all of our lives, the goal for most of us is to have the freedom to go explore and complete the “bucket list” that we have always dreamed of. The problem is most people plan their vacations better than they plan their retirements.

As one of my clients stated, “What I have come to learn is it’s a lot easier to accumulate money than it is to figure out how to distribute it.”

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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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Mark Pruitt, Investment Adviser Representative
President and CEO, Strategic Estate Planning Services, Inc.

Mark Pruitt is the president and CEO of Strategic Estate Planning Services, Inc. Based out of Dallas, Texas, he serves on the National Summit Advisory Board and is a speaker for the National Association of Insurance and Financial Advisors (NAIFA). Mark was selected as National Advisor of the Year by Senior Market Advisor in 2012. He is an Investment Adviser Representative and insurance professional.