Not everyone chooses to leave a financial legacy, but if you’re someone who would, then estate planning is crucial. Make it a part of the conversation when you’re working on retirement, but make sure you avoid these critical mistakes.
Whether you’ve been working on your retirement plan for years or just beginning to get around to it, your focus needs to increase as you approach the end of your working career. That final decade before retirement gives you the chance to get everything in order so you aren’t left scrambling. Today we’ll run through a list of items that you need to be paying attention to.
Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today.
When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control.
Maryland Office:
9175 Guilford Rd., Suite 204A | Columbia MD 21046
Get Directions
Ohio Office:
2247 Woodruff Dr. | Sunbury, OH 43074
Get Directions
(443) 718-6310 | info@TheUSWealthAdvisors.com
All written content on this site is for information purposes only. Opinions expressed herein are solely those of The US Wealth Advisors, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Copyright 2012 – 2021 Theus Wealth Advisors