07/10/24 - 5 Years From Retirement? Do This Now!

Not a Guru: Real Financial Education with Mark Byelich, CFP®

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are 5 years from retirement. What things should you be doing NOW to prepare?
Be sure to tune in to learn the important details.
Videos mentioned:
2024 IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io
Assembling Your Retirement Team: https://youtu.be/TTQ8TWrbf4Y
Three Pillars of of Investment Management: https://youtu.be/mgSBeGzVqgg
55 Years Old? Do This Now!: https://youtu.be/5Y-k-lMB_LE

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected].
Visit our website: https://www.attleborowealth.com
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...