Joseph Andolino and Associates reviews financial assets, including total in savings, investments and any strategies for avoiding Uncle Sam and then ask, what’s your Retirement IQ?
Very few people these days consider the following;
When you add up all of your financial assets on the day before your retirement, what will your portfolio reveal? Will you have met your goals or is that nest egg looking a bit shabby?
You need to take a good hard look at current market data and your overall retirement situation to answer those questions. You’d be amazed at what you can accomplish within a few short years – -yes, they go by that quickly.
Catch me on the next post for the retirement decisions you should be making right now.