The Hidden Factors of Retirement

At Lubnau Law, we believe that a truly secure retirement requires a holistic approach. It’s not just about the money; it’s about the legal protections, estate plans, and healthcare directives you have in place to shield those assets.

Have you found yourself wondering if your ‘nest egg’ is enough to ensure a secure retirement? According to a recent insightful piece from Kiplinger, the answer is often found in overlooked details.

While most people focus on their total savings balance, successful retirement planning is  about managing the variables that can’t be found on a simple bank statement. From the escalating costs of healthcare and the impact of inflation to the psychological shift of moving from ‘saving’ to ‘spending,’ there are several ‘make or break’ factors that many retirees fail to account for until it’s too late, including:

1.       Taxes

2.       Health care

3.       Risk in the market

4.       Income

5.       Vitality

6.       Estate and legacy

We encourage you to take a few minutes to check out the full article:

6 Overlooked Areas That Can Make or Break Your Retirement From A Retirement Advisor by David Lukas

Whether you need to update your Will, establish a Trust, or simply ensure your Power of Attorney is current, we are here to help you build a retirement plan that stands the test of time. (307) 682-1313.