The first step is to recognizeall the issues involved and review your priorities! Here are two helpful pieces to get you started. Just click on the titles to open and download.
TheIFGi_LifeGuide_Thinking_About_Retirementwill help you go through the checklist of important issues to consider.
Are you considering whether to spend or rollover your 401(k) to an IRA. You might find this short video worth viewing:
The IFGi_RetirementPriorityReviewwill help you organize your priorities. You can download this form to your hard-drive and fill it in at your convenience!
Once you’ve collected your thoughts and priorities, you might want to schedule an introductory phone call with Jim Lorenzen, CFP®. You can avoid phone tag by using IFG’s convenient scheduler. You can arrange your call here.
