Planning ahead for the care you’ll need when you can no longer care for yourself is one of the most necessary parts of a comprehensive financial plan.

“It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the many years of your career while also designing, building and protecting your financial life. there are key planning point to take into account while in retirement.

It can be easy to put off thinking about your financial goals, and before you know it a new year will be upon you.

Remember that the goals you set weren’t created in a vacuum. They had intentions, motivations, values, and meaning behind them which is why it is important to check in on them to see the progress you have made.