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Neighbor News

Plan, Retire, Relax Retirement Series #4

Retirement is great. But you must plan well.

#4

Are these critical retirement statements true for you?

Retirement is great. But you must plan well. Where do you stand on the five issues below? People who thrive in retirement can confidently agree with each of these five statements:

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1. My spouse and I know and take advantage of key saving concepts like compound interest and tax deferrals.

2. We don’t overestimate the help we might get from government programs like Social Security.

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3. Financially, we are better off today that we were 12 months ago. We think our finances will only improve next year.

4. Our financial knowledge and know-how are adequate or better.

5. We take advantage of the best investment choices available to us.

Increase your chance for a great retirement. Review the ideas in my free 41-page ebook, Plan, Retire, Relax.

Summit Investor Coach Gene Offredi CFP RFC

www.summitinvestorcoach.com

203.453.1017

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