Industry Insights

It’s National Save for Retirement week! Along with life insurance, disability, and long-term care plans, we are also in the business of retirement plans. I want to take this moment and highlight some resources we have available for you regarding retirement plans.

For more information on what we do to help you with your retirement goals, go here.

We also have some great calculators on our website. They include:

• Retirement savings calculator
• Roth IRA calculator
• Savings goal planner
• Tax-deferred accumulation
• Risk tolerance quiz

We also have economic newsletters and just came out with 2014’s Q3 newsletter.

Lastly, I just read an article on USA Today that discusses how middle-class adults have $20K saved for retirement. They list the findings of a new study that was conducted by Harris Poll for Wells Fargo.

Take this moment to think about whether you’re doing enough to prepare for your retirement.

Francis J. Lojewski wrote an article for The Wealth Channel® Magazine’s Spring 2014 edition titled, “Planning Retirement in a Rising Tax Environment“. In his article, Frank discusses challenges that retirees face and steps that may prove helpful for your clients and practice. The actual article seen from The Wealth Channel® can be found here.

Francis is a partner of Atlas Advisory Group, LLC, an M Member Firm.