For a lot of people, stepping into retirement is a huge transition, so it's important to consider everything that goes into making that leap and really asking yourself, are you ready to retire? Pre-retirees should evaluate their debt, their future plans and any investments they have. Use the guide below to help.
Erin works as a paraplanner alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. Erin began working in the financial advisory business upon graduating from the University of Georgia with a BS in Financial Planning in 2015. She competed in the National Financial Planning Student Challenge in 2014. Erin is a member of the Financial Planning Association. She volunteers at Habitat for Humanity as a Financial Assessor.
