“Retirement” is not defined by age. Rather, we define “retirement” as the time when work becomes optional. That is, you believe you have enough money to sustain yourself for the rest of your life. But a funny thing happened along the way!

Recently, Daniel Mannix, CFA®, Senior Portfolio Manager here at ProVise, was featured on WTAN’s radio show, ‘The Voice of Reason’, discussing various topics, including the best time to invest.  

As you approach the golden years of your career, it’s crucial to have a solid financial plan in place to ensure a comfortable and secure retirement. While many people think they are ready to transition into this new and exciting phase of life, several things must be put in order first. Here are the top things you need to do financially to prepare for retirement: