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Set your own course to thrive after 55
COMMUNICATOR Vol. 24, No. 5
September/October 2016
THE RETIREMENT ENVIRONMENT by Jeff Robinson, Editor, My Communicator Proper planning will help you get the most from retirement, whether it’s around the corner or miles away. Forget haunted houses, ghosts and goblins, and other sights of fright associated with fall and the Halloween season. If it’s a scare you’re seeking, look no further than these headlines associated with planning and saving for retirement: “Retiring: The Scary Truth” “Many Fear Outliving Their Money More Than Death” “Frightening Retirement Findings You Never Saw Coming” “8 Scary Retirement Facts” It’s enough to make you want to bolt the doors and turn on all the lights. But it doesn’t have to be. Regardless of your age, it is never too early or too late to start evaluating where you are, where you want to be, and what you have to do to get there. But the way you plan in your 50s likely will look different from how you plan in your 70s. Fortunately, there are financial planners out there to help you navigate what can often be a bumpy and windy road to retirement. Financial Planners Short of finding a foolproof way to predict Powerball numbers, your key to retiring comfortably is planning. And successful planning often starts with working with a financial advisor you can trust. While there are a variety of financial planners from which to choose, working directly with a Registered Investment Advisor can provide distinct advantages over other types of planners. Richard Roell, president and CEO of Peak Financial Partners in Galena, said investment advisors take a strong interest in their clients’ success. CONTINUED ON PAGE 20...
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