Retirement Readiness Quiz
Our team has dedicated their financial services professional life to helping retirees and pre-retirees navigate the waters of retirement.
According to the *Employee Benefit Research Institute’s 2013 Retirement Confidence Survey (RCS), the percentage of workers who are not at all confident about having enough money for a comfortable retirement hit its record low of 27 percent in 2011. Unfortunately, the number has only barely increased to 28 percent in 2013.1 However, thanks to alternative retirement income products, many people have been able to generate supplemental retirement income they cannot outlive using a portion of their savings they have accumulated during their lifetimes.
Today, people of retirement age face economic conditions much different than when their parents retired. You may hear and read about parallels to past decades, but today’s retirement landscape is different – much different.
Our goal is to explain concepts that illustrate the impact of investment risk on your retirement that you may not have previously considered. For example, the return needed after a loss to get back to even. This math is simple, yet not frequently discussed.
Here at TFG Wealth Management, we have been assisting clients for over 12 years. We are here to do the best job possible to serve our community’s pre-retired and retired population and their families.
As financial professionals, we have learned the importance of keeping our proprietary concepts and strategies simple, straightforward, and easy to understand.
We begin with a set of diagnostic reviews, a process we call our “PLAN SMART RETIRE WELL REVIEW.” This helps identify potential areas of concern within your current plan that may impact meeting your retirement goals and stop you from arriving at your desired destination.