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I have a 401k, so I’m good for retirement

I have heard many people say this. First, I want to point out that it is GREAT to have a 401k set up. That is something to celebrate. The problem arises when you believe that all you need for retirement is a 401k and you will be smooth sailing forever. Many people do not account for the tax problems that come with 401k’s or the lack of long term care planning. So although a 401k is helpful and good, it is not the whole picture. Financial planning is a holistic process. You need a well rounded plan to be secure and successful.

Call me at 719-210-4242 to schedule a free consultation. Kris and I would love to chat with you!

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be! Listen in to learn more about strategies to help create a reliable, long-term retirement and access your COMPLIMENTARY Retirement Income Toolkit. YOUR Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a more solid foundation that may stand the test of time.

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Insurance, consulting and education services offered through Nolan Financial Partners, ltd. Investment advisory and financial planning services offered through Tara Nolan Advisory Services, ltd, a Registered Investment Advisor.

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions are those of Tara Nolan and are subject to change without notice.

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