Halfway through the year is the perfect time to take a fresh look at your retirement plan. On this week's episode, Gary Mattson and Laurel Steward of Mattson Financial Services walk us through a practical mid-year financial checkup - from rebalancing investments and increasing retirement savings to updating your financial plan and preparing for changing expenses.
They also discuss whether semi-retirement makes sense, how today's Social Security challenges could affect future retirees, and answer a question about Roth vs. traditional 401(k) contributions. Plus, learn a simple exercise that can help estimate how much you'll actually need to spend in retirement - and why many people get that number wrong.
Block out some time for your summer financial checkup. Schedule it now at www.MattsonFinancial.com.
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