Getting yourself financially healthy to retire!
Are you dreaming of retirement or staying awake worrying? Take a breath and spend one hour to improve your financial wellness. This program will cover tips for a solid plan to retirement, and address these common issues:
Am I on track for a successful retirement, or will I run out of money? How much do I need? What are the differences between a ROTH and a Traditional IRA? How can I use retirement savings vehicles to save on taxes now and the future? What types of vehicles should I use? What investments should I consider? When can I/should I file for Social Security in order to benefit the most?
This 60-75 minute workshop is led by a Certified Financial Planner
Set Up Emergency Reserves - When planning for retirement it’s important to have liquid money available in the event things happen beyond the norm. This is your ‘sleep at night’ money that you can easily get your hands on without having to liquidate somethingin your investment portfolio.
Contact your MIIA Wellness Representative to discuss requests for specific programming.