We understand that early retirement is a reality for many, often due to unforeseen circumstances like health issues, caregiving responsibilities, attractive retirement packages, or job changes. Preparing for this phase requires careful planning and strategic decision-making.

At Willamette Wealth Partners, we’ve observed that retirement spending predominantly falls into five major categories, with travel being just one of them.

As you approach retirement, the question of where your money will come from becomes increasingly significant.

You’ve made it to a pivotal phase in life—the retirement journey you’ve meticulously planned for.

After spending decades working hard and earning paychecks, it seems like a given that a married couple would want to sail off into the sunset to enjoy their new leisure life together.