Complimentary Research / Report

Planning for Retirement
Evidence says the earlier you start planning, the more prepared you will be when the time comes to retire.

Set yourself up to retire with ease. In the first of a series on retirement, Attorney Ted Waggoner discusses how to begin planning for retirement—from the early steps you should take to the emotional challenges you should be prepared to handle. This article will cover:


  • When to review your finances
  • How to set your retirement date
  • How to communicate your retirement to your firm and your clients
  • And more

This article was published in the December 2023 issue of Res Gestae.

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