Tag Archives: retirement planninf

A must read-especially within 5 years of retirement


If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans.The problem is, many people put them off, thinking, “I’ll get to that later … it doesn’t matter right now.” Years later, they finally make the time to address them because they have no choice. By then, it’s often too late. Don’t fall into that trap.

Here at HFM we’ve found there are 3 essential pillars to a successful retirement plan.The sooner you address these 3 pillars, the better prepared you’ll be for a successful retirement. We put together this quick checklist and guide that we highly recommend you read.

Download your copy for free by clicking HERE to get our PDF of The 3 Pillars of Successful Retirement Plans: A Simple Checklist to Kick-Start Your New Work-Free Life

Here’s a taste of what’s inside:

  • Learn the 24 critical questions you need to ask yourself
  • Uncover commonly overlooked “blind spots” from your current retirement plan
  • Discover the steps you need to take during the years leading up to your work-free life!

We hope that this quick read sparks an “aha!” moment to help you craft a truly enjoyable retirement lifestyle. Remember, the sooner you prepare, the better positioned you’ll be for retirement. Go through it by yourself or with your loved ones.