Being retirement ready can be a difficult and daunting task but these questions can help get you started on the right track to achieve all your retirement dreams.

Having an estate plan is essential to ensuring your assets will be distributed to your heirs according to your wishes when you die.

Setting up a retirement “paycheck” can give you peace of mind and ensure all your basic needs will be met for the duration of your retirement through one or more reliable income streams. However, don’t neglect other crucial financial steps, like maintaining an emergency fund and planning for unexpected expenses, too.

If you’re ready to take your financial planning to the next level by enlisting the help of a financial advisor, we welcome you to walk through the above six steps with us. At Andersen Wealth Management, helping you meet your needs is our first priority, and we take pride in serving as trusted partners to our clients.

If you need help navigating the new circumstances that we find ourselves in, read on to learn how to best protect your financial interests in the time of coronavirus.