For many, retirement can be one of the scariest things you face.
Imagine trying to do this all alone after the loss or your spouse or significant other.
I have a reader, Sherry, that is in this very situation and recently reached out with a few questions.
Sherry asks for advice for a widow at 57 that wants to retire in 10 years. She has an annuity and wants to know what she should do with the annuity.
I think the real question or concern here is ‘Will I be ok, will I have enough money?’
Here is my advice:
05:56 Step 1 - Do a financial inventory, or a net worth statement.
09:59 Step 2 - Produce a cash flow statement (current and projected).
14:13 Step 3 - Identify your ‘why’ behind your retirement goal. What are your plans?
To ask a question
2 Types of People That Struggle With This (Never Retire)
✅ Visit https://www.usaa.com/jeffrose
📞 Or call 1-800-531-3165 and talk to a specialist today.
Check out my YouTube channel here.