Match Change (Eng & Span)

Navigating Retirement Savings: Myths and Realities

A revealing presentation that separates retirement savings myths from facts, helping you make informed financial decisions. • Demystifying Retirement Savings: Uncover the truth about common retirement savings misconceptions. • Strategic Planning for Retirement: Gain clarity on how these myths could impact your financial future. • The Real Path to Financial Freedom: Learn strategies to optimize your retirement savings based on real facts and proven methods.

Year-End Financial Planning: Rebalancing, Increased Savings, and Tax Considerations

Retirement Preparedness

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last