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Retirement Preparedness

Recording Retirement Optimization

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

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Resources

Protect Your People: Why Keeping Beneficiaries Current Matters

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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Recording Resources

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

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