In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being aware of potential healthcare costs during retirement may allow you to understand what you can pay […]
Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But, understanding some of the more common assumptions about retirement may help you get closer to […]
Women who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Yet only 18% of women feel very confident in their ability to fully retire with a comfortable lifestyle.1,2 Although more women are providing for their families, when it comes to preparing for […]
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they accrued at a previous employer.2 Choice 1: Leave It with Your Previous Employer You may choose […]
The average household with revolving credit card debt had a balance of $6,006 in 2021. For the average household carrying credit card debt in 2021, this equated to an annual interest of $1,029. With the average credit card annual percentage rate sitting at 20.48%, it represents an expensive way to fund spending.1,2 Which leads many […]
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy. The typical retirement strategy is built on the pillars of your 401(k) plan, your Traditional […]
Flat no. A9, Ados Pados Apartment,
Behide Sapna Sangita,
Indore(MP) 452001
Thank you for reaching out! We look forward to speaking with you and will be in touch asap. If you have an immediate need, please give us a call (408) 547-3390.