Everlake Approaching Retirement Guide

By Rebecca Scaife

Published on: November 24, 2022

We believe that all investors should understand their retirement options well before they actually reach their proposed retirement date.

Asset allocation decisions for a pre-retirement fund should reflect the likely decisions that are going to be made at retirement. Therefore, consideration for retirement should begin at least several years before the anticipated retirement date, and ideally at least 5 years before normal retirement date.

An alternative approach to that taken by many financial planners when planning for a client’s retirement, this guide explores four concepts; personal security, lifestyle security, turning success into significance and aspirational wealth.

Anyone who has longer than 10 years to their planned retirement age, should refer to our Retirement Planning for Gen X, Y & Z Guide

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