How to Build a Retirement Plan When Time Isn't on Your Side

Hearing about layoffs can feel a lot like hearing the theme from Jaws: you know something big could be coming, but you're not sure when or how it will affect you. With companies announcing workforce reductions and buyouts across the country, many baby boomers may find themselves facing an unexpected early retirement. On this episode, Corey Davis and Gerald Green of Mattson Financial Services discuss the financial steps to take if you're suddenly forced into retirement. From creating a complete inventory of your assets and liabilities to building a realistic income strategy, they'll explain how to move from uncertainty to confidence.

You'll also learn why rushing to claim Social Security could be a costly mistake, when retroactive benefits might come into play, and how a well-designed retirement spending plan can help protect your long-term financial security. If retirement arrives sooner than expected, this conversation can help you make smart decisions instead of emotional ones. Facing an unexpected transtiion to retirement? Reach out to our team for a second opinion at www.MattsonFinancial.com.