Catching Up: Strategies for Late Savers

June 20, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Joe Sullender, CFP®, to talk about strategies for late savers.

The basic tenets are:

• It is never too late to develop a plan
• You likely still have a long-term timeframe
• Do not worry about what you have and have not done in the past

Strategies to consider:

• Often later in life we have more clarity in our goals
• The opportunity to retire from Federal service and work elsewhere, banking the annuity (hyper-saving)
• Time is of the essence – Act swiftly and avoid further delays

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com