Ready for Retirement?


Ready for retirement?

Are you ready for retirement? Here are five words you should consider.


Please refer to our transcription below if it is easier and/or more convenient for you:

79 million baby boomers are slated to retire over the next 2 decades. Are you ready for retirement?

Here are 5 words you should consider:

  • Income. 1 formula to determine retirement income involves a multiple of your annual income in relation to your current age. Do you know how much you may need?
  • Assets. Since 2007, the number of workers who are less confident in a retirement strategy has nearly doubled. How is your current approach working?
  • Housing. Nearly 1/3 of adults over age 50 have seen their homes decline substantially in values since 2007. Will you want to make a change?
  • Lifestyle. 70% of workers intend to work during retirement yet only 27% of retirees do. How long will you continue working?
  • Health. Less than 30% of all Americans have set up a will, trust or power of attorney and less than 10% of boomers have made provision for extended medical care. Are

Retirement readiness. It’s all about asking the right questions and getting the answers you need. Were here to help. Give us a call today.