Whether you're already working with a BridgePort Financial Solutions advisor or just starting to think about retirement, one thing is clear: the earlier you plan, the better prepared you’ll be.

Retirement planning isn’t just about choosing a date; it’s about creating a strategy that reflects your lifestyle, values, and goals. And like any good plan, it benefits from regular review and thoughtful adjustments along the way.

Consider these questions as you evaluate your retirement readiness:

• Your timeline: When do you hope to retire? Is it realistic based on your savings and expected income?
• Your lifestyle goals: Do you see yourself traveling, starting a business, volunteering, or simply enjoying a slower pace?
• Your income needs: Will your retirement income cover essential expenses and the extras that make life enjoyable?
• Your risk tolerance: As retirement approaches, it may be time to reassess your investment strategy.

At BridgePort, we help clients at every stage of the retirement journey craft and maintain a plan that’s personal, flexible, and built to last. Whether it’s updating your retirement income projections, reassessing your portfolio, or exploring Social Security strategies, your advisor can help you stay aligned with what matters most.

For current clients, this is a great time to reconnect and make sure your plan still reflects your vision. And for everyone else, it’s never too early – or too late – to start planning with confidence.

Let’s build a retirement strategy that works for you – now and into the future.