This week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss the 3 important steps to take when getting ready for retirement. Step one is addressing income. You need to figure out how much income you need & what your gap is. Step 2 is making sure your assets are allocated properly in regards to your income gap. Finally, step 3 is making sure that once you have a solid foundation in place, you protect your assets. Missing any one of these steps can seriously derail your retirement!
