E-Books

When pondering your financial future, coordinating a retirement strategy while managing your day-to-day personal finances can feel overwhelming for even the most confident investor. Add to this the fact that your financial situation most likely will grow more complicated as time passes, and it’s enough to make anyone seek out a trusted guide with all the knowledge and training to help pursue your financial goals.

Some people are still in the process of preparing for retirement. According to a recent survey, 36 percent of workers are not confident that they will have enough money to live comfortably in retirement, and 64 percent are only “somewhat confident.”

If your retirement savings are not quite up to par, the IRS provides a catch-up clause that applies to people over the age of 50.

Research shows that the average American employee switches jobs over 12 times by the time they turn 54.

Changing jobs can mean that many Americans have old 401(k) plans, which may not be properly positioned to help them prepare for retirement.