Broker Check

Retirement in your 40's and 50's

| April 11, 2019

As life becomes more complicated, your financial affairs and responsibilities become a juggling act. There is a constant struggle with balancing your personal and professional life.

During this stage of life, you must direct your savings appropriately.

Mistakes NOT to make: 

  • Overfunding one area 
  • Sacrificing retirement by saving for college tuition
  • Having assets in your child’s name 
  • Having numerous bank accounts, credit cards, and old 401ks or IRAs with no organization 
  • Blind investing

With more money on the line, you might be feeling the need for additional guidance, but it is hard to find the time. This is why we created our virtual advice model.

Click here to learn how we leverage technology to give you easier access to personalized advice. 

Click here to schedule a complimentary 15-minutecoaching call to learn how to apply The EPPIC™ Method so you can prepare for an EPPIC™ retirement. 

Click here to read more Words of Wisdom.