Description

Create income that lasts.

Did you know that for 9 out of 10 retirees, making retirement income last is their number one concern?
 
Get ahead of the game so that you’re not one of them.
 
Do you have questions about Social Security, 401(k) plans, and personal investments?
 
Learn how to best leverage your income sources to ensure they last.

• What does retirement look like to you?
• What basic questions should you be asking?
• How long will retirement last?
• Will your money last your and your spouse’s lifetime?
• How do you figure out how much you will need in retirement?
• What do you do if expenses are higher than your projected income?
• What’s the difference between a Traditional IRA and a Roth IRA?
• How can St. Mary’s Financial Services help you?