Saving for retirement can seem like a daunting process – there are so many what-if questions that leave us feeling uneasy.
What if it is too late for me?
What if I don’t have enough?
What if I am planning wrong?
It’s always easy to wish you had started something sooner. But since we don’t have the time machine up and running quite yet – the best thing you can do for yourself, and your future, is to start now.
With 2021 coming to an end, there is no better time than now to set your goals and intentions for your 2022 retirement savings plan. This can look different for everyone.
Creating a retirement spending budget, looking at your current 401(k) plans, your stocks, how you’ve planned for long-term care and much more will all give you some insight into where you will stand in retirement.
At Capital City Financial Partners, we provide everyone with their own complimentary Capital Confidence Plan. This plan will cover your retirement income plan, investments, IRA/401(K) rollovers, asset protection, tax-efficient strategies, long-term care strategies and life insurance. It usually takes us 45 minutes to walk through this plan with you to show you where you currently stand in retirement and what options you have. We can turn this plan around to you in a few business days and there is no obligation to work with our team afterwards.
You can choose to work with us, take this plan to your existing financial advisor, or do it yourself.
If this is of interest to you, please contact our office at (803) 782-0671 and anyone on our Client Relations team will be happy to help set up a meeting for you!