If you are within 5 years of retirement, do this now!

Ready to Retire

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Track your expenses!!  If you are thinking about retiring within the next 5 years, you need to determine how much you spend in a year. Your day to day living expenses is the starting point to determine if you are on-track, […]