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
Using an IRA to save for retirement? You’re not alone. IRAs, also known as individual retirement accounts, are among the most popular retirement savings vehicles. According to a 2013 study from the Employee Benefit Research Institute, Americans own a collective 25...read more
Are you a business owner starting to contemplate retirement? Retirement is a big financial challenge for anyone, but it can be especially difficult for business owners. Your retirement doesn’t just impact you. It can also affect your customers, employees and others...read more
Today’s retirees face a broad range of financial challenges and risks. Market volatility could threaten your savings and ability to generate income. Health care costs could drain your assets. Taxes and other expenses could be higher than expected. There’s one risk,...read more
Trinity Financial Group, Omaha
14301 FNB Pkwy Ste 210,
Omaha, NE 68154
Trinity Financial Group, Marquette
101 Timbercove Rd
Marquette, NE 68854