Three Tips for the Last 3 Years Before Retirement

I was recently asked by an industry writer for "not so common" recommendations for retirement planning. I typed in "retirement planning recommendations" on google and found the 10 commandments, 7 rules and 5 steps of retirement planning as well as a million other sites telling us the basics. Why do people need to hear the basics time and time again? Because retirement planning is equally a mental and behavioral shift as it is a financial shift. We host two presentations specifically geared towards retirement planning.