A Simple Path
Roughly 10,000 Baby Boomers will turn 65 every single day for the next 19 years. Why is this relevant? Of those 10,000, I would imagine that a majority of them are either nearing retirement, or are already in retirement. For many, retirement is a very scary prospect; not because everybody loves working so much and can’t stand the thought of not having to wake up to an alarm clock every morning, but because many don’t know if they have saved enough to last, which could potentially be 20-30 years! Also, many folks don’t understand what role Social Security can/will play. They don’t know that they have many options when it comes to Social Security, such as when to take it, how to file, and how to maximize their benefit.
We often find that many of our clients do not know the benefits or pitfalls of the various taxed advantaged savings tools that are available before and during retirement. Many of our clients know very specifically that they want their money to last just long enough that they bounce their last check, while others want to create a legacy for their children and their children’s children. Decisions you make today can have a meaningful impact on your ability to reach your goals in the distant future.
Every day we are overloaded with periodicals, TV programs, Self Help Books, seminars, etc. that claim to be the end all be all for what you need to know to retire rich and happy. We have found that very few of these resources are lucrative for anybody but the author. We searched high and low for an easy to read, easy to understand book that covers the very basics with regard to your retirement. By providing us with some information about yourself in the side bar to the right, we would be happy to send you a FREE copy of “A Simple Path, 5 Straightforward Steps to Enhance Your Retirement.” Hopefully you will find that this is an easy to read, easy to understand book that at the very least gives you some food for thought. Start the retirement conversation TODAY with your advisor, and make sure you’re making the right financial moves!