The website at www.thebalance.com has regular financial planning tips and ideas. A recent post provides a list of important birthday milestones for retirees or soon-to-be retirees.
We don’t think these birthdays compare to the thrill of becoming old enough for your first driver’s license, but they can be mightily important to your financial well-being. To see the 9 important birthdays to remember for retirement planning, click here. If you have any questions about these milestones and what they might mean for you, please call us. We’ll be happy to help.
Horizon Advisors is a Houston based fee-only wealth management firm. Horizon specializes in helping successful individuals and families understand, organize, and manage their often complex financial situations. Horizon offers integrated financial planning and investment management services.