If you're approaching retirement, clarity matters more than ever.
You've worked hard and saved thoughtfully. Now it's time to turn that into a clear, confident plan for what's next.
Download the Retirement Clarity ChecklistWelcome—and thanks for listening to WHYY
If you heard the announcement on Marketplace Morning Report, you're in the right place.
At Alegre Wealth, we work with professionals who are approaching retirement and want to make thoughtful, informed decisions about their finances.
This page is designed to give you a simple starting point.
Start with clarity
Our Retirement Clarity Checklist highlights the key areas to review as you prepare for retirement, including:
- Income and withdrawal strategy
- Tax considerations
- Investment alignment
- Healthcare and insurance planning
- Estate and legacy priorities
It's a practical way to organize your thinking and identify what matters most for your next chapter.
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Meet Albania Espinal, CFP®
I'm the founder of Alegre Wealth Management, a fee-only financial planning firm.
For over a decade, I've worked with individuals and families to simplify complex financial decisions and build plans that support both their present and future.
My approach is grounded in clarity, thoughtful planning, and helping clients feel confident about the decisions they're making.
This is designed for you if:
- 1You're within 10 years of retirement
- 2You've built meaningful savings and want a clear plan
- 3You're thinking more seriously about taxes, income, and long-term decisions
- 4You value thoughtful guidance and a structured approach
A simple place to begin
If you're starting to think more intentionally about retirement, this checklist can help bring clarity to your next steps.
Download the Retirement Clarity ChecklistDownload Checklist