The Advantages To Limiting Your Expenses Before Retirement

by | Aug 31, 2020 | Retirement

One of the challenges that Registered Financial Consultants like Matt Dixon face is helping people to plan for all the potential financial issues in their retirement years. It is not difficult to consider the ongoing costs and to compensate for inflation. However, it is much more challenging to anticipate how much the couple or individual will travel, if there will be significant health issues and costs to consider, or if there are other unforeseen issues that may stress the retirement plan.

For individuals in Asheville, NC, trying to do this without the assistance of Matt Dixon, the problem becomes even more significant. The biggest mistake people make when planning for retirement is underestimating the amount of money they need to not only live the lifestyle they want but to be able to cover the financial issues that crop up as a part of life.

Paying Down Expenses Early

Lowering your expenses and reducing any cash outlay during your retirement is a sound strategy. Options Matt Dixon often recommends to individuals or couples is to try to pay off all secured and unsecured debt while working.

This includes paying off the mortgage, credit card debt, car loans, and any other type of personal debt. This should not come at the expense of retirement investments, but by working with a Registered Financial Consultant in Asheville, NC, you can develop a strategy to do both and still have money for the things you want to do now.

Paying off debt while working eliminates the need for these payments draining your retirement savings. It also increases the amount of money you can enjoy doing what you want during this time of life.

For a personalized, custom retirement plan to fit your financial needs, schedule an appointment with Matt Dixon at TruNorth Advisors. For more information, see us at website.

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