As you transition from working life to retirement, it is important to ensure that your financial future is soundly planned. Solid and informed decisions are the foundation of a successful retirement strategy – make sure yours are based on expert advice!
As you enter your mid-50s to mid-60s, this period of life brings with it a variety of new challenges and opportunities. From changes in home ownership and family dynamics to career advancements or pivots - now is the perfect time for reflection on where you are at present as well as planning ahead financially so that you can ensure stability going forward.
Evolving Family Dynamics
After decades of raising children, those entering their 50s or 60s face a unique opportunity to downsize and embrace life's second half with newfound financial freedom. With the larger family home no longer needed, smaller properties offer an appealing alternative that provide much less fuss in terms of upkeep.
More Disposable Income
Once your mortgage is paid off and your children have ventured out to make their own way in the world, you may want to turn that extra cash into a retirement nest egg. Investing now could provide some financial breathing room during those golden years!
Explore Career Prospects
As you look to the bright future of retirement, consider expanding your skill set for a fulfilling and successful career. There are plenty of opportunities that may allow you to dip into consulting or training roles for those looking for an enjoyable change in pace.
Amalgamate Wealth & Retirement Income
Unlocking long-term financial stability starts with consolidating your wealth. Unifying your pensions into a single portfolio now will simplify their management and help you keep track of all that hard-earned money in one place!
Unlock the key to financial freedom by planning for your future
Contact us now to get started – schedule a free consultation and begin creating a plan that will make sure you’re taken care of for years to come.
To ensure a secure financial future, it's essential to keep your pension plans up-to-date and consider diversifying your investments in the downtime between moments of celebration. By proactively maintaining these activities throughout your 40s and early 50s you can enjoy the benefits of an organized retirement plan later on!
Make The Most Out Of Your Wealth, Speak To An Adviser Today.
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Voyage Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.
Voyage Financial Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 992319.
Registered office: C/O Vantage Accounting 1 Cedar Office Park, Cobham Road, Ferndown Industrial Estate, Wimborne, BH21 7SB. Registered in England and Wales Number: 10889785
