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22 Aug
The Top Five Financial Planning Challenges Of New Retirees

As a new retiree, you are reaping the rewards of your decades of hard work and basking in your new season of life. It would be easy to think that all your years of financial planning, saving, reviewing, and strategizing are over, but that’s not the case! At Colleen Weber CPA, LLC, we specialize in serving people who are newly retired. After working with hundreds of people to prepare for and achieve their ideal retirement, we’ve discovered that, while all have unique concerns and needs, many face the same five financial planning challenges.

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