Return to site

Retirement Readiness

Don't spend your golden years under the golden arches

· Retirement,Financial strategy,Succession


With the average life expectancy for both men and women in the mid 80s , many people are living over thirty years in retirement and many today are existing solely on their social security benefit. Social security was never designed as a sole income source for retirement so seniors today who did not plan their retirement with more resources are running out of money and living below the poverty level.

 

What is your vision for your retirement?

 

Will you travel south for the winter?

 

Are you planning on traveling in country or out?

 

Do you want to relocate closer to family?

 

Downsize the family home?

 

Whatever your vision, do you have the funds to reside comfortably so as not to be a burden upon loved ones?

 

Preparing for the future means insuring your income for today. Do you have disability insurance ? What happens to you and your family if you can’t work?

 

It’s never too early to structure your financial assets. Are you taking advantage of a match in a retirement plan at work?

 

Are you aware, whatever life or disability insurance offered through your job ends with your employment at that company?

 

It is estimated that workers today will be employed, on average at 7-8 different companies throughout their career. Doesn’t it make sense to insure your earnings today against the future at the best rate of your insurability, your age and Health?

 

When you move into a new job, protect the assets you invested at that old job.

 

Diversify your portfolio to include life insurance, as a living benefit available for times of transition.

 

While retirement may seem like a long time coming, events can conspire to derail future plans. Take steps today to guarantee those retirement visions can be a reality and review and adjust appropriately the plan to secure your future.

With the average life expectancy for both men and women in the mid 80s , many people are living over thirty years in retirement and many today are existing solely on their social security benefit. Social security was never designed as a sole income source for retirement so seniors today who did not plan their retirement with more resources are running out of money and living below the poverty level.

What is your vision for your retirement?

Will you travel south for the winter?

Are you planning on traveling in country or out?

Do you want to relocate closer to family?

Downsize the family home?

Whatever your vision, do you have the funds to reside comfortably so as not to be a burden upon loved ones?

Preparing for the future means insuring your income for today. Do you have disability insurance ? What happens to you and your family if you can’t work?

It’s never too early to structure your financial assets. Are you taking advantage of a match in a retirement plan at work?

Are you aware, whatever life or disability insurance offered through your job ends with your employment at that company?

All Posts
×

Almost done…

We just sent you an email. Please click the link in the email to confirm your subscription!

OK