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February 2022: Retirement Readiness

| February 02, 2022

Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, highlights some uncertainties we all face that can erode our sense of confidence, touches on common mistakes you can avoid and shares a useful article that will help to jumpstart a conversation about retirement spending. Hope you enjoy, and as always, reach out with any questions. Have a great day!               

9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.