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Sherpa Financial Group

10735 Sky Prairie St., Suite 300
Fishers, Indiana 46038

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How Do You Know When You Have Enough to Retire?

There is no simple answer, but consider some factors.

You save for retirement with the expectation that at some point, you will have enough savings to walk confidently away from the office and into the next phase of life. So how do you know if you have reached that point?

 

Which Financial Documents Should You Keep On File?

... and for how long?

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life.

 

Reassessing Retirement Assumptions

What makes financial sense for some baby boomers may not make sense for you.

There is no “typical” retirement. Many baby boomers want one and believe that they will have one, and their futures may indeed unfold as planned. For others, the story will be different. Just as there is no routine retirement, there are no rote financial moves that should be made before or during this phase of life, and no universal truths about the retirement experience.

Here are some commonly held assumptions – suppositions that may or may not prove true for you, depending on your financial and lifestyle circumstances.