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Learn More at the “7 Test of Retirement Readiness”, hosted by Rob Black and Chad Burton CFP® of EP Wealth Advisors, will break down the seven tests you need to successfully pass to know whether you are ready for the kind of retirement YOU want.

Rob will provide timely market updates and Chad will share strategies on the following retirement items:
Taxes
Income
Long-term Care
Safe Money
Investing
Life Goals
...and more!

Can you pass all seven tests?! Come find out on August 24 — please only reserve one ticket per registration/email

Sign up now for the The 7 Tests of Retirement Readiness seminar featuring Chad Burton and Rob Black
Thursday, August 24, 2023
6:30PM-8:00PM
Toll House Hotel, Los Gatos, CA…(read more)

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Unlocking the Secrets of Retirement: 7 Essential Readiness Tests

Retirement is a significant milestone in one’s life. However, properly preparing for retirement goes beyond just saving money. It requires careful introspection and planning to ensure a fulfilling and financially secure future. To help you on this journey, here are seven essential readiness tests to unlock the secrets of retirement.

1. Assess your financial health: Begin by evaluating your current financial situation. Determine how much you have saved for retirement, your expected income sources, and projected expenses. Analyze whether your savings and investments can sustain your desired lifestyle throughout retirement.

2. Understand your retirement goals: Beyond financial stability, retirement should be a period of self-fulfillment. Reflect on your interests, aspirations, and the activities you envision engaging in during retirement. Understanding your goals will help determine the lifestyle choices and potential budget required to achieve them.

3. Evaluate your healthcare needs: Health plays a vital role in retirement. Consider potential medical costs, long-term care, and health insurance coverage. Assessing your healthcare needs will help you choose appropriate insurance plans and allocate funds for medical expenses in your retirement budget.

4. Consider your housing situation: Where you choose to live during retirement can greatly impact your financial readiness. Evaluate whether downsizing, relocating to a retirement-friendly community, or staying put in your current home is the best option for you. It’s essential to consider factors such as affordability, proximity to amenities, and accessibility.

5. Examine your social network: Retirement can bring a significant change in daily interactions. Assess your existing social network and project how it may change during retirement. Consider joining clubs, organizations, or engaging in activities that align with your interests to ensure continued social connections and a sense of purpose.

6. Determine your post-retirement income options: Understand the various income streams available to you post-retirement. These may include social security benefits, pension plans, and withdrawals from retirement accounts. Evaluate the timing of these income sources to maximize your financial resources effectively.

7. Plan for unexpected events: Preparing for unforeseen circumstances is crucial in retirement. Consider factors like emergency funds, insurance policies, and estate planning. Having safeguards in place will provide peace of mind and protect your financial stability in the face of unexpected events.

By taking these seven readiness tests, you can unlock the secrets of retirement and create a well-rounded plan for this next chapter of your life. Remember, retirement readiness goes beyond finances alone. It involves self-discovery, lifestyle choices, and adequate preparation for the challenges that lie ahead. Start the process early, seek guidance from financial advisors, and enjoy a fulfilling retirement journey.