Life Stage Financial Planning


“The Future depends on what you do Today”  Gandhi

Planning should start today.  By bringing the future to today, you have a better control of what will happen tomorrow.  It all starts with understanding the challenges and expectations of each life period:  the first 10 years after college, starting a family, saving for retirement and finally reaching retirement.  Each stage shapes and contributes to the final bliss of retirement.

Do you know whether you are saving well?  Are you taking care of your debt?  Do you have an emergency plan?  There are many tools in the market.  If you feel overwhelmed, it is well worth a simple visit with an expert to help you map out a plan.  Start early, doing it right can save lots of headaches in the future.

Do you have a plan?

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©2018 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

Financial Wellness Tower is a premium wellness education site sponsored by Pension Maxima Investment Advisory, a NY based financial services company specializing in 401(k) advisory services, exit planning and retirement planning for individuals.  All resources are copyright pending and targeted for education purposes only.  Pension Maxima Investment Advisory does not endorse or promote any commercial product or supplier.


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