Smart strategies to optimize your retirement savings and prepare for what’s ahead
Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices.
Watch the Video
What you’ll learn:
• Saving benchmarks to help you see if your savings are on track
• Social Security tips for making the most of your benefits
• Medicare breakdowns to help avoid surprises
• Smart strategies for boosting your savings
You can also download the corresponding worksheet to help you feel more prepared for your next chapter.
Download Pre-retirement Savings Guide
Benefits of Financial Education
• For employees: Better planning leads to less stress, more focus, and increased financial confidence.
• For employers: Financially-educated teams are happier, more engaged, and better prepared for the future. When employees are equipped to retire on time, organizations can reduce the rising costs associated with delayed retirement—such as higher healthcare expenses and slower workforce transitions.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
Independent Retirement Partners
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Matthew C. Monroe, AIF®, CRPS®
Managing Partner
Securities offered through LPL Financial member FINRA and SIPC. Investment Advisory services offered through Good Life Advisors, a Registered Investment Advisor. Good Life Advisors and Independent Retirement Partners, LLC are not owned or controlled by LPL Financial. Chartered Retirement Plans Specialist conferred by the College for Financial Planning.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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