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50s & 60s: Pre-Retirement

This is an empowering time. It is also a time of transition. You’re well-established in your career, you have a good handle on your financial responsibilities, and you’ve accomplished many goals. However, from a financial standpoint, one of your most important goals is still on the horizon: your retirement. It is all the more important that you manage your money, invest for your future, control your taxes, and plan your legacy as retirement nears.

  • Age 50 Savings Goal: Retirement Savings should be 5.2x annual salary
  • Age 50 Annual Retirement Savings: 15% of annual income
    (includes all deferrals, employer match, and profit sharing)

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.