One Four Nine Wealth – Guide to preparing your finances
Is it time to start by envisioning the kind of retirement you want?
As the countdown to your retirement begins, a myriad of factors come into play. From managing finances and health to housing and future aspirations, securing a comfortable retirement requires detailed planning.
The landscape of pension legislation has transformed significantly in recent years, offering more freedom and choice over pension asset utilisation. However, this newfound liberty comes bundled with complexities. From managing finances and health to housing and future aspirations, securing a comfortable retirement requires detailed planning.
Navigating retirement in today’s financial environment can be quite challenging, making it essential to decipher your options. Remember, the decisions you make today will heavily influence your future lifestyle.
Consequently, numerous questions will surface: How much should I save? What will be my income sources post-retirement? What lifestyle do I envision for myself? What are my healthcare and long-term care needs? What does estate planning look like for me? How do taxes factor into my retirement?
To ensure a pleasant retirement, there are several things you need to review.
Read our compact four-page guide to preparing your finances below.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
