Planning a comfortable retirement involves more than just good luck!
Did you know:
According to Pew Research, the number of Americans over the age of 65 will almost double by the year 2050. Over 70% of Americans under the age of 65 believe they will receive less Social Security benefits than the government promised, or no benefits at all.
A joint study by the Insured Retirement Institute and the Center for Generational Kinetics found that 60% of Millennials believe retirement planning is harder than sticking to a diet or exercise regimen.
No matter what your age is, planning for retirement doesn’t have to be this hard. Working with an advisor to develop a plan and making small changes in financial habits can be a game changer when it comes to securing your financial future.
Our office provides resources for individuals and couples looking to develop a retirement lifestyle plan, estimate their Social Security benefits, open and/or roll over 401(k) and IRA plans, discuss pension and Simplified Employee Pension plans, develop a recession strategy, develop an estate or business succession plan, and more.
Enjoy St. Patrick’s Day today, but give the office a call tomorrow to discuss making a custom plan for your retirement!