When you’re in your 50′s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90′s.
At South Metro Wealth Management, available through CUSO Financial Services L.P. (“CFS”)*, one of our CFS* Financial Advisors can help you create a financial P.L.A.N. and uncover ways to catch-up by:
- Creating a Financial P.L.A.N. (Pay yourself first, Live within your means, Assure your families stability, and Never stop learning)
- Helping you uncover the maximum contribution you’re allowed from your workplace retirement plan and Individual Retirement Accounts
- Uncovering ways to take advantage annual catch-up contribution provisions
- Discussing ways to create multiple income streams
To learn more about learn more about retirement planning over 50, contact us today to schedule a complimentary, no-obligation appointment