LP – When should I start Planning

When should I start Planning

The Critical Retirement Zone is the 10 years before and the 10 years after retirement.


There are some fundamental reasons why this period of time is crucial when planning for retirement:

  • Family – Typically your kids are becoming independent
  • Finances – The mortgage is at a manageable level or even paid off
  • Career – Your career is at its peak and you are earning more than you did in the past


If you are in the Critical Retirement Zone then your need for having a plan is paramount.