Whether due to fear of making decisions, lack of knowledge on the topic, or a belief that it will all “work out” and nothing bad could “ever happen to them,” many people put off getting their financial plans in place. But things like market volatility, inflation, economic turmoil, or sickness of a loved one and sadly, even death can and do happen.
Our mission at Nextphase Advisors is to help give you self-assurance that you have a strategy in place to provide guidance and avoid common pitfalls no matter what happens.
At NextPhase Advisors, we have found that those who feel the greatest uncertainty about their retirement often have one thing in common: they are missing a written strategy that provides clarity and confidence.
Retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they claimed Social Security at a financially sub-optimal time, or an average of $111,000 per household according to a recent study.
The loss of a loved one is not only one of the most difficult and emotional times anyone can face, but it can also become a costly financial hardship as well. While it may a difficult topic to think about, taking proactive measures to preplan can help remove unneeded stress for those you care about most.
Do you have a retirement strategy? Do you understand it? Are you confident in it?
If the answer is no to any one of these questions, contact us or schedule an appointment today to discuss how we can be of help creating your Retirement by Design.
What is the need for life insurance? Life insurance companies help protect your future and prepare you for uncertainty. It keeps your family secure in
What is retirement planning? It is a lifelong process that deals with the retirement income actions, decisions, and goals. It is better to start planning
Our mission at Next Phase Advisors is to help give you self-assurance that you have a strategy in place to provide guidance and avoid common pitfalls no matter what happens.