You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific detail.
Ask yourself: Will you have enough income to cover your expenses in retirement? And, if not, what can you do to resolve the issue?
We encourage you to utilize these helpful resources to help you get—and stay—on track with your strategy. As always, contact us with any questions or concerns you might have and know we’re here for you.
You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. As you get closer to retirement, it’s important to plan for your retirement income in specific detail. Fill out the form below to receive access to each one of our guides.
Who’s Your Sherpa?
Straight from the Blog
Feel like you’re behind on saving for retirement? If so, you’re not alone. Retirement is a sizable financial challenge for millions of Americans. Fortunately, if you recently turned 50, you can take advantage of catch-up contributions, a powerful savings tool for...read more
Are you self-employed? Self-employment can be a fulfilling experience, but it can also present unique challenges, especially when it comes to planning for retirement. While traditional employees can participate in their employer’s 401(k) plan or pension, self-employed...read more
Do you know whether you’re on track to meet your retirement goals? If the answer is no, you’re not alone. A recent Gallup study found that more than 50 percent of Americans are worried that they won’t be able to fund their retirement.1 If you’re unsure about your...read more
Trinity Financial Group, Omaha
14301 FNB Pkwy Ste 210,
Omaha, NE 68154
Trinity Financial Group, Marquette
101 Timbercove Rd
Marquette, NE 68854