Is 2025 the year you finally retire?

Are you starting to think seriously about retiring in 2025? Retirement planning is a multi-step process that evolves as your goals, finances, and the economy change. To enjoy a comfortable, secure, and fulfilling retirement, it’s essential to build a financial foundation that can support your lifestyle for decades to come.

In this Meetup, we’ll explore the key steps to help ensure your retirement is both successful and enjoyable. You’ll learn how to navigate the complex decisions that come with transitioning from a career to retirement, including how to manage your savings, investments, and income sources.
Topics we’ll cover include:

• Retirement accounts & contributions: Understanding IRAs, 401(k)s, and other tax-advantaged accounts.
• Risk management & asset allocation: Balancing growth and protection as you approach retirement.
• Expenses & budgeting: Planning for healthcare, lifestyle, and unexpected costs.
• Social Security & Medicare: Timing, eligibility, and strategies to maximize benefits.
• Required Minimum Distributions (RMDs): How and when to withdraw from retirement accounts.
• Investment strategies for retirement: How to keep your portfolio aligned with your goals and timeline.

This is an interactive session—questions and comments are encouraged! Use the chat feature in the group to ask anything on your mind, whether it’s about planning, investments, or simply navigating the transition to retirement.

By the end of this Meetup, you’ll have a clearer roadmap to help you make informed decisions and move confidently toward the retirement you’ve been planning for.