Well, you’ve at least done all you can to not outlive your retirement savings. In fact, you’ve likely got an estate plan that will be a great benefit to the loved ones you leave behind. What you’ve done is commendable, but the road to and through retirement is full of potholes, and no matter how airtight your plan is, life has a habit of finding a way to wreck things.
That’s why a refresher is always a good idea, and continuing education should be a priority as you sink into your retirement. Things feel good now, but the economy has a mind of its own, and what feels right and good about your plan today might feel off or wrong tomorrow. That’s why being a diligent steward of your retirement plan is imperative, and why you need a financial advisor who is every bit invested in your financial future as you are.
Because here is the cruel irony: longevity is the number one killer of financial security in retirement. People live longer than they planned. It’s a morbid reality, but one that can’t be ignored if you want to thrive through any age and never outlive your savings. You never want to be the cautionary tale of the person who planned their retirement through age 95, and against all odds finds themselves at 94 stressed and underprepared for the next decade of their life. Ultimately, we’re playing a game of chess, of money versus time. Most people are good chess players. You’re probably a great chess player in this scenario, but to never outlive your savings and have the financially free retirement of your dreams, you must become a master chess player. That work starts today.
Anthony Saccaro has shepherded thousands of clients to the retirements they deserved. As an advisor and an attorney, he is uniquely qualified to provide insights into retirements, estate plans, and securing the financial goals that transform lives. To learn about his approach and the common potholes of financial planning, take a look inside More Life than MONEY, or pick up your copy today. If you’re ready to speak about your plan, reach out to Anthony today.
Anthony is a nationally recognized advisor who speaks to audiences across the country. If you are interested in seeing his keynote or booking a private event, check his schedule and availability.
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