Retirement Readiness: 7 Big Mistakes People Make Years Before Retirement (Ep. 10)

The few years leading up to retirement are filled with important financial decisions, and avoiding common mistakes can make a meaningful difference in your long-term success. In this special episode of the Retirement Readiness Journey, Rose Price, CFP®, AIF®, is joined by Partner Dan Lash, CFP®, AIF®, to discuss some of the biggest retirement planning mistakes they see pre-retirees make and how thoughtful planning can help you avoid them. From tax strategies and Social Security decision...