¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/

²https://www.ssa.gov/oact/quickcalc/earlyretire.html

³https://www.ssa.gov/benefits/retirement/planner/delayret.html

⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html

⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html

⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs

⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm

Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13

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