Dollars and Diagrams

Are You Equipped for The Steep Climb?

Retirement Funding

This year, I have been blown away by how many people I am talking to who want to become financially independent at a young age.  Between the ages of 50 and 55 is what I am hearing the most from when people want to make work optional.

This means that you are a short time to save and prepare to become financially independent. Saving is now a sprint and not a marathon.

Keys to success:

✔ High savings rate

✔ Eliminate debt (outside of your mortgage)

✔ Live within your means

✔ Pay close attention to your own fitness (diet and exercise)

✔ Own investments in the best companies in America & the World.

If you walk away from a job, there is a chance you are looking at a 40 year plus “retirement.”

#financialplanning #charlotte #medicaldevicesales #executivesandmanagement

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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