03rd Aug 2021 by Andrea Solana, CFP™

The American: 5 Areas to Focus on in the 10 Years Before Retirement

Retirement

Within the July-August edition of The American Magazine, Andrea Solana, Head of Advanced Planning at MASECO, offers her thoughts on the five areas to focus on in the 10 years before retirement. 


"Everyone has a different idea of what ‘retirement’ looks like and the timing as to when they intend to enter that phase. As you close in on the 10 years before retirement, or even perhaps the thought of dialing back full-time work, it isn’t always intuitive to understand how much annual spending your savings can support, or how to structure your portfolio in a manner that will support your needs but also maintain an appropriate level of risk exposure based on your needs and time horizon."

Click here for the full article published in The American Magazine, written by Andrea Solana, Head of Advanced Planning.  

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•    Your capital is always at risk.
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Performance:

•    Past performance is not a reliable indicator of future results. 

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