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
In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any financial strategy. There are a wide range of risks that could potentially derail your plan. Medical emergencies, disability,...read more
Fireworks, parades, and pool parties. That’s what comes to mind for most people when they think about the Fourth of July. The holiday is a great midpoint in the summer to enjoy a couple days off work and celebrate with friends and family. Amid the festivities, it’s...read more
Summer has finally arrived. It’s time for sunshine, barbeques and maybe even vacations to the beach. If you’re still working, you may only get one or two weeks a year to escape from the office and enjoy the great weather. However, once you’re retired, you’ll have the...read more
Trinity Financial Group, Omaha
14301 FNB Pkwy Ste 210,
Omaha, NE 68154
Trinity Financial Group, Marquette
101 Timbercove Rd
Marquette, NE 68854