It’s National Retirement Security Week: Are you on track?

When planning for retirement, most people just want to know: Am I going to be OK? Feeling financially secure in retirement is of the utmost importance for those nearing their golden years. This week is National Retirement Security Week, which allows us to focus on retirement preparedness, how pre-retirees can get started and actionable tips for investors.

Achieving retirement security is different for everyone, but it’s essential to start with setting attainable goals. Ask yourself what you want retirement to look like, when you’d like to retire and figure out how much is needed to fund those non-working years. Without these goals, you don’t have something to work towards and don’t know what you’re ultimately trying to achieve. Determining goals can be a challenge, but there are tools available to help pre-retirees get a rough idea of where to start.

When it comes to investing for retirement, there are actionable to-dos that can lead to financial success. Make sure to maximize an employers 401(k) match, otherwise there could be “free money” left on the table. Additionally, talk to your employer about making a one-time increase on contributions to max out savings for the year. Finally, make sure assets are properly diversified and revisit periodically. When nearing retirement, ensure your allocation is working given defined goals, objectives and expected timeline.

medicare webinar

Understanding Medicare

Wed, Sep 23, 2020 12:30 PM – 1:30 PM EDT

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Nathan Boxx, Bradley Newman, Jason Seltzer

Impact of COVID 19 on Healthcare Costs

Wed, Oct 14, 2020 12:30 PM – 1:30 PM EDT

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