Frank Legan Advisors at Cedar Brook Group

Nervous About Retirement? Ask Yourself These Five Questions

As you near retirement age and are considering whether it’s time to take the plunge into the next phase in life, it’s normal to feel overwhelmed by the possibilities and uncertainties. The most important — and often overlooked — step in the process is looking back before looking forward to decide what your bigger future holds. I’ve come up with five guiding questions for soon-to-be retirees to ask themselves to ensure they are well prepared and feeling confident in their journey — opportunities, challenges and all.

Read on Kiplinger


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About Frank Legan


Frank Legan is a Cleveland-based author, a partner and financial advisor at The Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.

Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.

Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.

Frank lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.

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