This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the transition you will have to go through as retirement approaches. When going through the transition of leaving a current employer or job, you will need to think about things like, transferring health insurance, life insurance, what to do with your 401k, etc. Next, Attorney Keith McManus, from McManus Estate Planning is back to talk through what it looks like to have an estate plan versus what it looks like when you don’t have one and complications that can arise. Finally, in the weekly market report, the guys talk about portfolio construction, especially if you are in certain target funds. They will also discuss important ages to keep in mind as it pertains to these target funds.
