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Not Sure You Have Enough for Retirement? Time to Meet with a Financial Advisor

November 16, 2022

Younger workers are stepping into the workforce in greater numbers, but this means that older workers might also be leaving sooner without enough retirement funds to support them. Anyone nearing retirement age should set up a time to talk with a financial advisor about how to manage the money they do have as well as any other changes they might be able to make now that would positively influence them going forward.

Even if you have a small retirement portfolio, it’s beneficial to meet with a financial professional. Too many people fall for the myth that financial experts are only for the wealthy. Meeting with someone to discuss your financial goals and intentions for retirement, however, can put you on track to achieve those goals more easily.

Retiring isn’t just about the loss of your income and how that could impact you for the 10-30 years after exiting the workforce. You also probably have questions about Medicare, tax efficiency, and estate planning, just to name a few. The more you can tap into the collective power of a team of people who can help you figure out how these things all connect, the better position you put yourself in come retirement. Make sure you discuss all your options with someone who is familiar with all aspects of financial planning, and create a list of questions in advance so you’re prepared for your meeting.

Retirement doesn’t have to be scary, and being able to evaluate where you’re at and some of your concerns will give you options. Set aside time to meet with our team today if you’re within 3-10 years of leaving your full-time role and we can help you align your financial strategies with that timeline.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more