7 Key Topics to Understand 7 Years Before Retirement

This workshop will address the 7 most important topics to be understood before you retire. Why seven years before retirement? This would allow you enough time to accomplish your retirement plan free of anxiety. Science shows that retirement is a stressful decision, it is not only about financial freedom, but there are many aspects of life that are touched by this decision, for example, the psychological realization of aging… Most people now days is recommending hiring a life coach to guide you through your retirement transition, being prepared financially smooths it out.  Although there are items within each topic, the class will focus on the following:

1. Are you single or married? The needs are different but both important
2. Pension: How does your pension work, how does it combine with social security
3. Social Security and Medicare
4. Longevity Risk
5. Debt free including mortgage
6. Tax Management
7. Asset growth, preservation, and legacy. What does that mean when it comes to income for life?

Bring all your questions, there is always a starting point.

Nohemy Montes is the President and Senior Financial Adviser for Mont Wealth Financial Advisors. She has a Bachelor of Science in Business Administrations with a Major in Economics as well as a Law Degree and Securities Licenses 7 and 66. Her passion is to empower people to be confident in reaching their financial goals. Montes received the 2017 Accolade as the Minority Business Owner.