We’ve seen our fair share of mind-blowing statistics in retirement planning surveys over the years. Our jaws nearly hit the floor, though, when seeing a statistic in recent study from Allianz Life. Their survey found that 61% of Americans are more afraid of running out of money than they are of death. Think about that for a minute. That’s insane. That’s why we can’t stress enough that everyone needs a comprehensive financial plan that gives you confidence that you’re doing the right things with your money, freedom from financial stress, and time to spend doing the things you love.

Retirement Plan Checklist: https://bit.ly/3Qe6mfF

AllianzLife Study: https://www.allianzlife.com/About/Newsroom/2023-Press-Releases/Americans-Facing-a-New-Retirement-Reality

Peter G. Peterson Article: https://www.pgpf.org/blog/2023/07/why-are-americans-paying-more-for-healthcare

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

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc

How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo

The CFP® Professional and CPA Relationship: https://youtu.be/zxpfmN-xbrw?si=07PzJEtD9oTVLIx1

Life Insurance in Retirement: Do I Still Need It?: https://youtu.be/cFWcUe2VADo

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

Become a Rothaholic: https://bit.ly/3txWdla

Financial Planning Tool: https://bit.ly/45udGIv

Meet with Us: https://bit.ly/3Qddfhf