7 Things to Do Before Retiring in 2018

If you plan to retire in 2018, now is the time to start planning for your transition into retirement. You will need to set up new health insurance, max out your workplace benefits while you still can, and take last-minute steps to sure up your finances.

To read the seven tips, read the article on the US News website.


Want in-depth CPE to prepare clients for retirement? Consider our upcoming seminar on December 15 in Morrisville, NC.

Determining How Much Money You Need to Retire, & Tax Ideas and Money Management in Retirement
December 15 | 8:30 am-4:15 pm | NCACPA Education Center | Morrisville

Register!

The early bird rate expires December 1—save $50 when you register early.