Retirement can sneak up on you. As your journey in life unfolds through life’s major milestones; jobs, kids, family, many are surprised and even caught off guard when their pending retirement arrives.. If you have reached the age of 50 plus it’s time to review your past accumulations and preview how to utilize your savings for retirement. On Saturday’s Secured Retirement Radio show, Joe Lucey and Derek Fautsch discussed the 3 Step Review, a consultation designed to help develop a personalized retirement action plan. You may have a pension, or an employer 401k, insurance, annuities, or other savings that you’ve built up over the years.
Now is the time to maximize these funds and have them start working for you. Plan to convert your hard-earned savings into retirement income that lasts a lifetime.
For a custom 3 Step, Review Retirement Analysis on your schedule…call us at 952-460-3260.
Click here to listen to Joe Lucey’s Podcast of this week’s radio series.