To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax...
Retirement Insights – How a financial advisor can help you prepare confidently for retirement.
I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants regarding their confidence level across various aspects of retirement and succinctly shows how working with a financial professional can increase confidence retirement planning.
Notice how the blue bar is further to the right on all rows of the chart. The benefits of having this advice are clear. Participants working with a financial professional experience a positive influence on their behavior and confidence in almost all areas of plan investing, from how much to contribute to what to invest in to whether or not they are on track with their retirement savings.
At Virtus Wealth Management, we work with our clients to establish goals, develop a plan to pursue them, and implement the plan whether their assts are at their 401k, held separately, or both. It’s all a part of the plan. If you are not confident or would like to increase your confidence in your retirement plan, we are here to help.