5 Financial Things You Don’t Want To Do – 5 part series

# 2 Having no clue about how much to save

According to 2007 Retirement Confidence Survey from the Employee Benefits Research Institute, only 43% of workers have actually calculated how much they’ll need to retire on. We’ve always said you can’t hit the bull’s-eye if you don’t know what the bull’s-eye is – you need a plan and a goal. The goal is not a number, but rather the lifestyle you desire. Part of my job is to assess a client’s needs to attain that goal.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor.


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