retirement planning – David Mersereau

It’s time for a financial health checkup

September 27, 2022

Trainers help improve your physical health – financial professionals improve your financial health. Let’s do a financial health check to make sure you are not missing a growth opportunity. How to check on your financial health Creating or reviewing your estate plan Taking a look at your budget Evaluating your insurance needs Correcting course on your retirement plan(s) Why a financial health check is important. Just like we check in with our health professionals, wellness coaches and mentors on a…

Retirement Preparedness

The current state of our individual retirement preparedness as a whole is captured in this single fact: about half of the U.S. private sector workers at any given time are NOT enrolled in an employer-sponsored retirement plan. Some of them have participated in a plan in the past or plan on participating in the future. But the inconsistency of participating in their own financial future is the problem. Still, too many individuals are solely relying on their employer-sponsored plans to…