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Winning at Retirement

Retirement isn't the end! It's the beginning of a whole new career . . . a career with leisure and travel . . . freedom and financial independence . . . but only if you begin to plan it now.

With the average life expectancy approaching 80 years, the unsettling news about living 20 or more years after retirement is that you could outlive your income. Are you prepared to win at your retirement career? To compare your situation with other working Americans, answer these five questions:

  1. What is your top financial goal?
    Having a steady source of retirement income
    Financing a child's education
    Reducing debts
    Just making ends meet

  2. How confident are you that you'll maintain your current lifestyle once you retire?
    Very confident
    Somewhat confident
    Not at all confident

  3. Who will provide the bulk of your retirement income?
    The government -- through Social Security
    My employer -- through pension or profit-sharing plans
    Myself -- through personal savings, retirement plans (like IRA or 401(k)) or other means

  4. Will you have to continue working after age 65 just to make ends meet?
    Yes
    No

  5. Do you already have a financial plan for winning at retirement?
    Yes
    No

If you are worried that you won't be able to afford the retirement of your dreams, you're not alone. According to a recent study, financing retirement is the number one financial concern for most Americans. . . whether you're 35 or 65.

For more information about our retirement programs, please e-mail: [email protected]