WHAT’S YOUR RETIREMENT PLANNING MINDSET?

Posted on April 8th, 2024 in Budgeting, E-Newletters, Education Planning, Estate Planning, Financial Prosperity Series, Insurance, Investing, Lending, Life Events, Retirement, Tax

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the have it my way generation did not all follow in their parents’ footsteps when it came to saving for the future. As well, some major bumps along the way (a housing crisis, a stock market crash, a global financial crisis and a pandemic) have reduced many retirement ‘nest eggs.’