Week 11
There are a few ways to fund retirement. Most retirement funds are a mix of these various options. A few of the options you may be familiar with are:
The major obstacles in Retirement planning are Inflation, Taxation, and Procrastination.
One way to save for retirement that isn't really that new, but remarkably efficient is through life insurance.
We are big fans of Life Insurance, so our recommending it as a viable retirement savings vehicle is probably pretty obvious. So, before your read what we have to say, we’ll let the guys at Edward Jones, the guys who “Make Sense of Investing” tell you what they think…
- Employer-Sponsored Plans (both defined benefit and defined contribution)
- Social Security
- Real Estate
- Personal savings.
The major obstacles in Retirement planning are Inflation, Taxation, and Procrastination.
One way to save for retirement that isn't really that new, but remarkably efficient is through life insurance.
We are big fans of Life Insurance, so our recommending it as a viable retirement savings vehicle is probably pretty obvious. So, before your read what we have to say, we’ll let the guys at Edward Jones, the guys who “Make Sense of Investing” tell you what they think…
To Do List
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O - Print off and read Edward Jones Article
O - Print off and read Create your Own Pension O - Print off and read Retirement Planning Obstacles O - Print off and read Sources of Retirement Income O - Place each of these in your Organizer in the Wealth Accumulation/Savings section |
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Extra Credit
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O - Set an appointment with one of our financial professionals to review your retirement plan. It's great for a second opinion :) Click here to e-mail us for an appointment.
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