2019. The year to get real about retirement.

What you need to know to get ready to retire on your terms

05 Feb 2019

Questions you can ask your UBS Financial Advisor:

  • Where do I begin?
  • Do I have a plan for paying for healthcare in retirement?
  • Do I have enough set aside for today, tomorrow and beyond?

Roughly 10,000 baby boomers turn 65 every day.1 Even though that’s the typical retirement age, it’s never too early—or late—to be sure you have a sound plan for what can be the most rewarding time of your life.

Where do you start? Here are a few tips in our latest Modern Retirement Monthly. (PDF, 254 KB)

  • Begin with you. Ask yourself, “what do I want my retirement to look like?” Your answer will help guide your financial plan.
  • Break down retirement into phases. A UBS survey finds that 9 out of 10 investors expect their retirement to consist of three distinct phases: Transition—reducing hours. My Time—focusing on travel and leisure. And The Last Waltz—slowing down and focusing on healthcare.2 Keep these phases in mind as you plan.
  • Be sure you are both prepared. Financial partnership is critical when you’re making long-term decisions, so that both of you feel confident about the future.

Are you ready to get real about retirement? Together we can find an answer. Connect with your UBS Financial Advisor today or find one.