@downtoinvest: Its better to know if things need to be adjusted now rather than you having to work a year longer than you planned...the more prepared you are the sooner you will be able to spend your time how YOU want! 📍 Free account on SSA.GOV you can be any age for this to check out your estimated benefits if you are including social security income as a part of your retirement plan 📍If you have an account with Schwab check out the free Schwab Plan™ If you have an account with @Fidelity Investments check out their free Planning Center where you can plan for various goals (you can even try the Fidelity tool without an account) 📍Get basic estate documents in order. Its important to have a durable POA (also if you have elderly parents get this set up for them prior to them not being able to conduct financial transactions) it will make your life way easier Im Mallory Warren, CFP® I worked in corporate finance for 10 years and now I'm here helping you build towards your version of financial freedom...follow along 🌱 #edutokcontest #financialplanning #retirementplanning #retirementplan #socialsecurity

Mallory | Personal Finance

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Monday 06 July 2026 16:11:48 GMT