We all have financial responsibilities that can become a balancing act. Some that are significant to us while others aren’t. With competing financial obligations, there never seems to be enough money to go around and retirement becomes the least of our worries. A recent survey reveals 64% of Americans aren’t prepared for retirement and 48% simply don’t care.1
Retirement is an inevitable phase of life. It marks the end of our hardworking careers where our devoted time will soon be replaced by trips, new hobbies, and spending more time with family. If you don’t prepare yourself financially, retirement may not be the enjoyable phase in life that you’ve envisioned it to be.
To ensure you’re prepared for retirement, there’s one simple thing you can do every year to give your savings a checkup. Just like health checkups, examining your financial life can be just as normal and important. It’ll allow you to:
- Be financially aware of where you currently stand versus where you want to be.
- Be in control of the many life changes such as having a child, purchasing a home, or dealing with a change in income because of a new job.
- Be involved and invested in important decisions that’ll affect the current and future lifestyle for you and your family.
Retirement is an important milestone in life. After a lifetime of hard work, it’s your time to kick back, relax, and relax some more. Reach out to us and let us help take care of your financial well-being with an end-of-the-year checkup to secure the retirement of your dreams.
This document is for educational purposes only and should not be construed as legal or tax advice. One should consult a legal or tax professional regarding their own personal situation. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by an insurance company. They do not refer in any way to securities or investment advisory products Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results. Death benefit payouts are based upon the claims paying ability of the issuing insurance company. The firm providing this document is not affiliated with the Social Security Administration or any other government entity.
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