Planning For Retirement

Andrew Russell CFP was asked to help with a story in the New York Times titled, “Countdown to Retirement: A Five-Year Plan”, written by Peter Finch.  It was a great article that discussed steps that should be taken beginning at least five years prior to retirement.  Andrew had a lengthy conversation with Pete discussing tax planning, roth conversions, social security, etc.  Peter quoted Andrew saying, “People often fail to consider how they will feel once they’re removed from the work force,” says Andrew Russell, a fee-only financial planner in San Diego. “While work can be stressful, it can also be rewarding to feel important and a sense of accomplishment.”  Mr. Russell suggests taking classes, joining a social group or exploring hobbies you enjoy while still working. “This can help keep you engaged in activity even once you’re retired,” he says.  To read the full article click here.

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