AGILE Phase Three: Implement the Plan - Rodgers & Associates
Phase 3

1 year before – 1 year into retirement

Implement the Plan

This is the crucial time to fine tune your transition into financial indepen­dence.

Many of the decisions you make will be irrev­o­cable lifelong choices. With proper planning, both finan­cially and emotionally, this phase will ideally involve checking off the remaining boxes to arrive at retirement. Here are important issues to address as you implement your plan:

tiffany leherr at her desk

Make the most of your retirement.

Call us at 717–560‑3800 or complete the form below to get started.

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  1. Assess Your Goals

    10 years before retirement

    Develop a compre­hensive plan to help ensure you will reach financial indepen­dence tax efficiently.

    Learn about phase 1 →
  2. Get Ready

    2–9 years before retirement

    Reach a solid financial position through a disci­plined approach to managing changes in the years leading up to retirement.

    Learn about phase 2 →
  3. Implement the Plan

    1 year before and into retirement

    Transition to financial indepen­dence and fine-tune your plan to prepare for post-retirement taxes and healthcare.

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  4. Live the Dream

    In retirement

    Stay focused on decisions related to taxes, Social Security, and invest­ments to help ensure your savings last.

    Learn about phase 4 →
  5. Embrace Family & Legacy

    Beyond retirement

    Take an active role in teaching the next gener­ation how to handle wealth and the respon­si­bility that comes with it.

    Learn about phase 5 →