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
The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The bill’s name is an acronym for Setting Every Community Up for Retirement Enhancement. The...read more
It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you finished your Christmas shopping? If you’re approaching retirement, you may want to give yourself a gift this...read more
What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You may have many blessings for which you’re thankful. Many of our blessings and fortunate circumstances are determined by choices...read more
Trinity Financial Group, Omaha
14301 FNB Pkwy Ste 210,
Omaha, NE 68154
Trinity Financial Group, Marquette
101 Timbercove Rd
Marquette, NE 68854