Free guide

Avoid These 7 Mistakes As You Approach Retirement

For couples getting close to retirement, there are several key decisions to make and potential pitfalls to avoid.

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    “I teach couples how to approach retirement with confidence”

    Scott Grissom, PhD, CFP®

    Socrates Financial Planning

    What is it all about?

    Have you saved during your career and are getting close to retirement? Or are you at least exploring when work can be optional? As a do-it-yourself investor, there are several important decisions you must make and pitfalls you must avoid.

    In this free guide, learn more about the potential dangers of 1) underestimating retirement expenses, 2) not adjusting investment strategies, 3) ignoring healthcare costs, 4) claiming social security too early, 5) failing to plan for inflation, 6) overlooking basic estate planning, and 7) neglecting to update retirement plans.