Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Tag Archives: pre-retirement

Retirement Lessons from the Pros

Until a certain age, most of us spend much of our time at work. Work comes to define the way we see ourselves, the way our friends and family see us, the value we believe we contribute to society and family, and at the most base level, our lifestyle. We are what we do. Retirement […]

Pre-retirement – Shifting Gears

In the 5-10 years before retirement you begin to shift gears. If you’ve been following a lifetime financial plan, by this time you should have a sizeable and growing investment account that’s spread across risky and less-risky assets in a way that is well suited to your goals and resources. Your investments are growing at […]