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June 2018 Blog

| June 04, 2018
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June 2018 Blog

The first half of 2018 is almost over. Have you accomplished what you planned to do so far this year? Most of the clients I talk to answer that question with NO. Why do we delay doing the planned actions? We start off with goals and then life gets in the way.

The second half of the year would be a good time to reach one financial goal. What is your one financial goal? Start a Traditional or ROTH IRA, a 529 College Saving account for a child or grandchild, buy Life Insurance, buy Long Term Care Insurance or open an investment account. If you already have any of these is it time to review and adjust the amount you invest each month? We can help you reach your goal by giving you the guidance to start any of these.

The following statement is one more reason for each of us to have a personal pension plan to make sure we can enjoy retirement when the time comes.

Today 36% of workers say Social Security will be a major part of their retirement income.

Are you one of the 64% of workers that think Social Security will not be a major source of your retirement income? If so, give us a call to start your personal pension today so you can have income for retirement.

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