Six Financial Actions to Take the Year Before You Retire, From a Financial Planner

An older man looks over paperwork while sitting at his desk.

Meet Steve. He is a partner with a big law firm in Washington, D.C. He is facing a mandatory retirement in just under a year, at age 65.

Unlike so many of his partners, he doesn’t plan to lobby to stay on as a partner or counsel. He is ready for what’s next.