Time to Sell the Pinto


Think of retirement planning as akin to replacing an old trusty vehicle, only in this case, you’ve been driving the current one for 30 years. 

Your financial plan has served you well and helped you save for retirement. From the days of your education, through early jobs, throughout the span of your eventual career you’ve been careful with your money.

When you were working, you were invested in an “accumulation phase”. You were able to work hard and afford the expenses of raising a family, building equity in your home, while setting aside savings in your 401(k) , IRA’, annuities and more. In the back of your mind, Social Security was always a future reliable source of income. 

Retirement can sneak up on you. Changes from accumulation to the distribution phase of life, could be wearing thin on your current financial vehicle. Retirement plans often need a tune-up, an overhaul or replacement to establish traction for the next 30 years. 

With important, recent changes to Social Security, now more than ever is a good time to assess your overall financial plan. 

To learn more about how the new Social Security rules will impact your retirement, or for a complimentary 3- Step Review on retirement planning call us at 952-460-3260.


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