Are You Unknowingly Creating a Retirement Problem?
As an educator, you’re skilled at solving problems for your students and staff, but what if you’re unknowingly creating a financial problem for yourself? Many educators are offered fixed or variable annuities to supplement their retirement savings, and while these might seem like a wise choice, they can lead to significant issues.
Annuities often come with high fees, outdated investment allocations, and unexpected tax burdens when you retire. These three issues—Fees, Allocation, and Taxes (F.A.T.)—can chip away at your hard-earned savings and leave you less prepared for retirement than you might think.
But there’s good news: you don’t have to stick with a plan that doesn’t serve you. We’ve worked with educators like you for decades, helping them navigate their financial options and make informed decisions that align with their retirement goals. Our personalized approach to wealth planning ensures that your strategy is tailored to your unique needs, both now and in the future.
Let’s have a no-obligation conversation about your options, so you can move forward with confidence. After all, knowledge is power, and we’re committed to helping you harness it.
Give us a call today to get started.
