ARTICLE · 23 FEBRUARY 2015

Retirement Planning: It Is Never Too Early To Start

Crowe Soberman LLP

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When our medical professional clients meet with us for their annual financial checkup, our primary objective is to ensure that they leave informed and with a sense of relief and comfort.

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Alan Wainer CA, CPA, CPA (Illinois)

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Retirement means different things to different people. When our medical professional clients meet with us for their annual financial checkup, our primary objective is to ensure that they leave informed and with a sense of relief and comfort. It is no different than when their patients come to see them to address their health issues.

The retirement discussion is not age specific, but it does become a more prevalent topic as we get older. The focus of this article is to address some of the financial aspects of retirement.

Goal Setting

The second habit of Stephen Covey's Seven Highly Effective Habits is, "Begin with the End in Mind." It is much easier to plan for retirement when you know where you are heading.

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