February 2022 Retirement Readiness eNewsletter

Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, highlights some uncertainties we all face that can erode our sense of confidence, touches on common mistakes you can avoid and shares a useful article that will help to jumpstart a conversation about retirement spending. Hope you enjoy, and as always, reach out with any questions. Have a great day!

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

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Sources

1. Social Security Administration, 2021
2. Genworth.com, 2021
3. The United States Census Bureau, 2020
4. Social Security Administration, 2021
5. Employee Benefit Research Institute, 2021
6. AARP.org, December 23, 2020
7. Statista.com, January 10, 2021
8. U.S. Bureau of Labor Statistics, 2020

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2022 FMG Suite.