1460 US Hwy 9 North
Last time you looked, you had a working life and now you are either considering retirement or are recently retired.
It's exciting and scary at the same time.
You get to do all the things you want since work is no longer taking all your time. YAY! This is the exciting part for sure. In front of you is a Lifetime of Weekends. No more work days!
As time speeds by and you have been doing all the things you wanted, you start to feel a little bored - like being on vacation too long. After all, you were immersed in working for so long, you now start feeling like a stranger in a foreign country without a road map and not sure how to get to the next destination on your journey!
And the statistics aren’t pretty: According to Ernst & Young, nearly 3 out of 5 of the 78 million Baby Boomers in or approaching retirement will outlive their money unless they make changes.
That’s three out of five Boomers. We are talking about 46.8 million people running out of money during retirement. That’s enough people to fill Yankee Stadium 930 times -- every home game for the next 11 seasons!
Will you be one of those people?
So, you now have to face the questions that need to be answered if you are approaching retirement such as:
And if you are retired now you are probably thinking:
Well CNN says that only 18% of retirees have a retirement income plan in place. This is NOT an investment plan. They’re not the same. An investment plan aims to grow your nest egg -- before you retire. A retirement income plan is designed for the spending phase -- after you retire.
At that point, should you be one of the 3 in 5 Boomers who may outlive your savings, here’s what can potentially happen:
You’re invited to join other Boomers who have scheduled a no- cost, no- obligation, and very confidential 1- hour meeting with us. It can help you avoid possible gaps in your retirement income and discover potential opportunities to take advantage of.