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
According to a recent Gallup survey, more than half of Americans are worried they won’t have enough money for retirement.1 There may be good reason for concern, especially among baby boomers. A study from the Insured Retirement Institute found that 42 percent of baby...read more
Approaching retirement soon? If so, you’re probably thinking about income—specifically, where your income will come from in retirement. You’ll probably draw income from multiple sources, including Social Security, retirement account distributions and possibly even a...read more
One of the biggest expenses you could face in retirement may not even be on your radar. It’s not health care, taxes or even food costs. It’s inflation. Inflation is the incremental increase in the price of goods and services from year to year. It’s a natural part of...read more
Trinity Financial Group, Omaha
14301 FNB Pkwy Ste 210,
Omaha, NE 68154
Trinity Financial Group, Marquette
101 Timbercove Rd
Marquette, NE 68854