Free guide
Six Retirement Mistakes, and How to Avoid Them
A short, plain-English guide for anyone within about ten years of retirement. Most of these mistakes are small choices made with good intentions. Download it free, no email needed.
What's inside
- Waiting too long to look at the plan. Why "I'll get to it later" is a decision too.
- Having no plan for a monthly paycheck. A big balance is not the same as an income.
- Claiming Social Security without a plan. The age you claim changes the check for life.
- Forgetting about taxes and required withdrawals. Part of your 401(k) belongs to the IRS.
- Leaving everything exposed to the market. A drop hurts most right around the day you retire.
- Not planning for health costs. Medicare covers a lot, but not everything.
Each mistake comes with one better move and one question to ask yourself. The last page lists what to bring if you'd like to go through it together.