Jared Friedman CFP®, Author at The Art of Financial Planning

The Retirement Finish Line

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans.

What bad money habits do you have? What was the last bad financial decision you made? How did that impact you financially and emotionally?

Here are some noteworthy financial and lifestyle facts about life after 50 and in retirement that might surprise you.

Did you know that anyone can call themselves a “financial advisor”? There are no specific criteria to use that title….

We call them “zombie” plans…The old 401(k), 403(b), or 457 plan that’s practically left for dead, neglected, and untouched with your old employer.