Retirement Started. Now Test the Plan.
Your retirement date may have passed, but the financial transition is still unfolding.
Download The First Five Years of Retirement Checkup to review how your pension, investments, second-career income, healthcare, spending, and household decisions are working together.
Retiring from law enforcement changes more than your work schedule.
Your pension may have started, but you may still be making decisions about:
- A second career, consulting, teaching, or side work
- Your 457, IRA, or other retirement accounts
- Healthcare and future medical expenses
- Managing withdrawals
- Major purchases and lifestyle changes
- Your significant other’s understanding of the retirement plan
- When working becomes optional instead of necessary
The first several years of retirement provide an opportunity to confirm what is working and address what may still need attention.
The First Five Years of Retirement Checkup will help you review:
- Whether your current income structure supports your lifestyle
- How your pension and second-career income fit together
- Whether your 457 and other accounts are coordinated
- How much cash should remain readily available
- Whether your withdrawal strategy needs attention
- Whether your significant other understands the plan
- Which beneficiaries, documents, and accounts should be reviewed
- How much of your budget should go toward spending versus saving
The guide is educational and designed specifically for law enforcement navigating the first several years after retirement.
Downloading the guide does not require you to become a client or make changes to your current accounts.
Take a few minutes to confirm that retirement is working the way you expected.
Anew Advisors
Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Anew Advisors, LLC (“Anew Advisors”) is a Registered Investment Advisor registered with the State of Wisconsin. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the State if Wisconsin or by any state securities authority.
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The First Five Years of Retirement Checkup
We never spam. By clicking this button, you consent to be contacted by Anew Advisors by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.