RETIREMENT: READY OR NOT
On a scale from 1-10, how well are you doing at preparing for retirement?
Statistics show that many Americans are underprepared when it comes to their retirement needs.
People’s expectations of retirement resources – such as defined benefit pension plans and Social Security – may not be enough. Most people do not plan to fail, they fail to plan.
More than half of workers, 54%, report that they and/or their spouse have no idea how much money they will need to save and accumulate for retirement.
Source: Employee Benefit Research Institute, Retirement Confidence Survey, May 2010.
Where do you fit in when considering that statistic?
Many factors can have an impact when planning for a successful retirement. You must consider the potential risks, understand the tax saving strategies, educate yourself on the characteristics of the financial vehicles, and get started on planning!
In working together, we could help you identify the areas of expense and loss and return that money to you. This will allow you to increase contributions to your personal savings and investment account, run more money through your company, or increase your present lifestyle and solidify your future lifestyle while at the same time reducing your risk. Would that be of interest?
For a free evaluation, please contact us.
Educate yourself with our financial videos!
I help people find money they are currently transferring away unknowingly