Page 16 - Financial Life Inspection -DEMOv4
P. 16

Retirement Planning



         Top Concerns Addressed


         Do I have a written retirement plan that allows me to be

         stress free?

         Will my goals be impacted in a bear market?

         What will happen if my social security is cut?
         Which retirement accounts should I use?

















































                77% of people feel



                unprepared for retirement













                                                                                                                    16
                                                                                                                    16
   11   12   13   14   15   16   17   18   19   20   21