Age 63, married, director of non-profit organization
He and his wife both have retirement savings
He is concerned about his wife's health
Thinks about how to be able to retire and travel
Steve, considering early retirement, had just met with his company's retirement specialist. He learned that if he worked two more years, until he was 65, his pension would be worth 15% more than if he retired now. "That's a lot of money, Susan!" he said to his wife. "But then ... shouldn't we do some traveling now, while we both have our health?" Susan agreed: "We have to figure out a way to make it happen." She pointed out that they both had retirement plans and savings; Steve had a 403(b) plan and she had a 401(k) plan in addition to her savings account. It was hard to know where to start. Neither one of them knew how much it would cost to live in retirement.
Click on the "PLAY" button to listen to the story.
FINRA SIPC Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Infinex Investments Inc. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state.