Page 9 - Demo

Running out of money in retirement is a big fear, and rightly so%u2014you live longer, and even having a million-dollar retirement portfolio may not be enough to cover your living expenses and skyrocketing health care costs. One of my clients, who was in her mid-fifties and had more than a million dollars in her 401(K), asked, %u201cHow much more do I need to save to be secure and not worry about losing my job?%u201d We determined that she needed two and a half million dollars, and we got to work increasing her retirement plan contributions, reallocating her portfolio, and investing in a few venture capital funds to accelerate her retirement. Confirm your advisor:%u2022 Asks detailed questions about your retirement plans%u2022 Creates a tax-efficient retirement savings plan%u2022 Discusses healthcare, Social Security, long-term care insurance, and estate planningQuestion 6WILL MY FINANCIAL ADVISOR HELP ME BUILD RETIREMENT SECURITY?