I’m 62 and Want to Retire in 2 Years. I Have $180K in Savings But No 401(k) or Investments. So Now What?

Late-stage savers can boost retirement preparedness by tightening budgets, building a simple diversified portfolio from existing cash, and coordinating the timing of Social Security benefits with any part time income. Working with a fee only CFP® professional, who can provide a tailored roadmap in a short engagement and is listed on CFP Board’s website, offers a fiduciary approach grounded in the client’s best interests.

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