Retiring from work is one of the most significant events in a person’s life. However, unfortunately, most people are not familiar with their current pension plans, and avoid monitoring frequent updates and changes made to their products, regulations, and market conditions. This could be a critical mistake with dire consequences that may affect your lifestyle and financial capabilities after retiring.
Retiring requires comprehensive planning ahead. Pension planning is aimed at ensuring your level of income after you retire and achieving optimal yields from your pension and saving funds – so that you can continue to live the lifestyle to which you are accustomed. The increase in life expectancy heightens the need for comprehensive, unbiased, and professional financial planning, including:
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Member of the Association of Financial Planners in Israel
An expert in financial, pension and risk planning management, Yosi Pichadze is a licensed pension insurance agent and a licensed investment consultant (contingent). Yosi is also a certified financial planner (CFP) and a member of the Union of Financial Planners in Israel (UFPI). He too often finds himself contemplating about the day he retires, has more time to spend with my family, and realizes at least some of his dreams.
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