Have you ever noticed how there seems to be a set of “standard” advice when it comes to planning for retirement? Well, here at E&E Wealth, we’ve had some time to reflect on these industry norms. Now, don’t get me wrong, some of these standard guidelines do have their merits. But through our experience, we’ve come to realize that these “rules” may not be the best fit for everyone.
The typical playbook for retirement planning includes suggestions such as reducing your stock exposure as you approach retirement, delaying your Social Security benefits for as long as possible, and downsizing your home. On the surface, these recommendations may seem sensible. However, what if I told you there’s more to the story? What if we took a closer look and tailored these strategies to each individual’s unique needs?
That’s precisely what this blog series aims to do. We want to share our distinctive perspectives on these topics and dive into why a more personalized approach may lead to better outcomes for many. Along the way, we’ll also share real-life experiences and stories from our clients who have seen the benefits of this tailored approach.
In our upcoming posts, we’ll delve into our viewpoint on the potential of stocks in retirement, rethinking Social Security claiming strategies, the hidden costs of downsizing, and the importance of finding purpose in retirement. So stick around; you might just find a viewpoint that resonates with you, or one you want to argue with me on! And as always, we’re available if you want to dive deeper into any of these areas. Feel free to schedule a call with us.
