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How to navigate from ‘saving’ to ‘retiring’

To most people, retirement planning means SAVING for retirement. From the moment we start collecting our first paycheck, retirement planning and growing our nest egg are synonymous.

However, once we hit our age and we’re knocking on the retirement door, the rules of the game change. We have to do a mind shift.

How do we protect what we have and make sure we’re taken care even if we live to age 110?

ACCUMULATION is not the focus anymore. Now we have to think about DISTRIBUTION. How are we going to safely spend down the money we’ve spent a lifetime accumulating? How are we going to protect it? How are we going to make it last and not run out?

Making these decisions requires proper planning. A wrong move at this point is doubly costly because we don’t have time to recover.

Sage Financial Partners can help. Because retirement planning is all we do, we tend to notice things other advisors may not. We find things related to taxes and spending plans and see how people mess up and make mistakes that put their retirement security in jeopardy.

We’ll show you proven strategies to limit risk and preserve your hard earned savings. To help you reach your retirement goals safely – and confidently.

Fill out the form below to schedule your no-obligation consultation.