Determining which direction you’d like to take your future, including retirement planning, is essential to supporting yourself and your family–now and in the future. We’ll take a look at your current scenario and work with you to ensure you’re setting yourself up for success.
We’ve found that many people don’t have a coherent plan; it’s not uncommon for a person to have multiple retirement accounts and a variety of different investments. Looking at the bigger picture and establishing a strategy for reaching your goals can ensure you’re giving yourself every opportunity to create a stress-free retirement and legacy.
- As of 2022, you can contribute up to $20,000 annually to a 401k or 403b at work. If you’re over the age of 50, that increases to $27,000 annually.
- More than ⅔s of the active workforce are searching for new job opportunities.
- Your household income needs to be approximately $221,000 to be in the top 5% of wage earners.