Charleton Financial is committed to keeping our clients and staff safe. We are currently seeing clients in the office by appointment only. We will continue to conduct virtual meetings for those that prefer to stay home. For the safety of our clients and team, we ask you to respect the state mandate and wear a face covering when in the office. Thank you for your cooperation.
The Retirement Conundrum
and Retire Confidently
Are you nervous about retirement?
You’re not alone.
In fact, you may be suffering a condition we see coming into our office more and more frequently. We call it the retirement conundrum. If you are within a few years of retirement, you may feel both excitement and anxiety. Many of the people we work with come in with similar concerns:
- Are you concerned whether you have enough to retire?
- Do you have information overload?
- Do you feel you are prepared to make the important decisions about Social Security, pension options, planning for health care in retirement, positioning your investments in case of another 2000 or 2008 downturn?
We will help you gain clarity, discover your comfort zone, stress test your portfolio, and create a blueprint for life.
Your Personal Retirement Conundrum
(and how to get through it)