FREE Financial Life Plan
SEE IN A SIMPLE SNAPSHOT WHETHER YOU ARE ACHIEVING THE FINANCIAL GOALS YOU’VE SET.
We all make dinner plans, weekend plans and summer vacation plans. But when it comes to the big picture, planning our financial future, investors often put it off.
A financial plan can seem too big to handle. And the need for a plan may seem far in the future.
But we know that is not true. Retirement comes much sooner than we expect; the kids are off to college before we know it; and if we ever want to buy that vacation house, “I’ll get to it someday” won’t get it done.
If you are 50 years of age or older, you’ll need to start answering some basic questions pretty soon:
When should I start collecting Social Security?
Is a Roth IRA right for me?
How much should I withdraw from my IRA and when?
How does the recently passed Secure Act impact me?
To start your plan and help you answer these and many other questions, we have developed an online tool that will help you get a snapshot of how you are progressing towards your financial goals, and help set a clear path to meet your future financial needs.
Don’t put off creating your Financial Life Plan, it’s the rest of your life you’re preparing for.