The Financial Red Zone

The financial red zone begins about 5-10 years before retirement and lasts five years into retirement, and this is most important stretch of planning. The decisions that you make during this time frame will have a significant impact on your financial future, so you want to pay close attention to a number of items.

This episode will explain the financial red zone in more detail and tell you what we’re helping clients with during these crucial years. With time no longer on your side, the margin for error gets much smaller so let’s make sure you’re scoring touchdowns and not settling for field goals in retirement.

 

Here are some of the highlights from this episode:

• Why this period of time is so critical for planning.
• The areas that we want to play close attention to.
• Time isn’t on your side so managing risk and making smart decisions is a priority.

 

Contact Desmond:

Visit https://www.clcfinancial.com/ or call 910-323-5700.