When you’re in your 50s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90s.
And experienced CFS* Advisor can help you create a financial P.L.A.N. and uncover ways to catch-up by:
- Creating a Financial P.L.A.N. (Pay yourself first, Live within your means, Assure your family’s stability, and Never stop learning)
- Helping you uncover the maximum contribution you’re allowed from your workplace retirement plan and Individual Retirement Accounts
- Uncovering ways to take advantage of annual catch-up contribution provisions
- Discussing ways to create multiple income streams
To learn more about retirement planning over 50, contact us today to schedule a free, no-obligation appointment