Dreaming up a vision for your future is fun. But the key to connecting emotional fulfillment and financial well-being is preparation. Once you have a clear picture of what kind of lifestyle will bring you happiness in retirement, it’s essential to put a financial plan in place that can support those goals.
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Begin by taking inventory of what you have and track your spending closely to help identify where you may be overspending. Next, think about how much money you’ll need to fulfill your retirement dreams — both big and small. That means considering larger expenses, like a condo on the beach or that bucket-list trip to Australia, as well as your day-to-day needs.
Once you have a solid grasp of your current finances and your needs in retirement, it’s time to meet with an Athene financial professional to help close any financial gaps you might have.
Producers, employees, and representatives of Athene USA Corporation and its subsidiaries (collectively, “Athene”) are not authorized to give legal, tax or accounting advice. Please contact a qualified professional for such advice.