Questions and strategies to guide you through the five years before and after retirement


The decade straddling retirement is crucial to your financial comfort. Investment decisions made at this time can have a significant impact on your lifestyle. Accordingly, those 10 years are critical from an advice and planning perspective.

No matter the age at which you choose to retire, this guidebook can help you walk through key questions regarding your portfolio, estate and tax planning needs as well as philanthropic giving plans — one year at a time.

We’ve published this reference guide as a tool to help you organize your thinking and help with the sequencing of key financial decisions. We’ve included questions to ask, things to measure, and strategies to consider in conversation with my team of tax and estate planning experts at Richardson GMP.

This guidebook is a valuable tool towards building a solid structure for your wealth.

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The Critical 10 Guidebook

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