5-Point Checklist On Retirement Planning

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For many Americans by their late 50’s or early 60’s it’s time to do some serious financial planning.  Even if you plan to work longer this is a critical time for understanding key financial moves.  The items in this checklist cover everything from your mortgage to social security and a lot in-between.

 

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Brian Dightman

Brian Dightman

Brian Dightman is a Private Wealth Manager at Dightman Capital, an independent fee-only investment adviser. Dightman Capital provides comprehensive wealth management solutions to high net worth clients, including investment management, financial planning, & retirement planning. Charitable planning, estate planning and tax planning are also available through coordination with accounting and legal advisers.

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