Hiring a professional advisor in Greenville, SC, to assist with retirement planning is an investment in your future. As a highly experienced author and registered financial consultant (RFC) Matt Dixon often finds individuals who see a retirement plan as a one-time planning event.
In fact, there are many different things in life that can create changes in a retirement plan. For these reasons, Matt Dixon recommends that individuals or couples touch base with their retirement planning professional to change, modify, or review their plan on an annual basis.
Recognizing Reality
Many people find that reality is not the same as discussing a strategic retirement plan in Matt Dixon’s office. Things can happen in life that make current investments and plans impossible or extremely difficult to maintain.
A few of these issues can include divorce, health issues, loss or reduction in employment, or even more global issues such as financial challenges through pandemics and restrictions in how and where people can travel and work.
When these issues occur, proactively adjusting a retirement plan helps to maintain forward momentum for your goals while recognizing the reality of your current situation.
Changing Retirement Goals
A significant number of individuals in the Greenville, SC, area change their retirement goals. They may decide they want to retire at an earlier date or perhaps consider working for longer. There may be health issues to consider or more of a focus on traveling or spending time with family.
Regardless of how retirement goals change, it is essential for the retirement plan to adjust to meet those goals. Working with your retirement financial planner is the best way to make those changes happen.
