Adelina Kieffer, JD, LL.M, CLU, ChFC, Senior Vice President of Bryn Mawr Trust, spoke with US News & World Report about why the years preceding retirement are the most crucial. While increasing contributions to tax-advantaged investments is a helpful step, one of Adelina’s top suggestions is checking in regularly with a financial advisor. Adelina also stressed the importance of flexibility during the retirement planning process because, despite the importance of preparation, no one can predict major life changes that may occur during that time period.
Click here to stay on The Bryn Mawr Trust Company’s website. If you choose to continue to the external site, please visit (money.usnews.com).
