Most people nearing retirement age believe they have a strategy set up for their retirement, but very few people have really run that strategy through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be important - without it, how can you really be sure?
In a recent survey of adults approaching retirement, participants where asked, "What is the #1 financial concern that you face?". Here's what they said:
- "Having stable, predictable retirement income"
- "Outliving my retirement savings"
- "Running out of time"
The number of Americans that have never even considered the amount of money needed during retirement is shocking. What's even more surprising is that many Boomers do not realize they are ill-prepared for retirement. Clearly, there is a "disconnect" between how much money is needed during retirement and how it will be funded.
Personalized Brokerage Services has developed a marketing and business development program that helps you address the biggest concerns Boomers face!