Visualize Retirement: What Are You Saving For?
While the future may seem more uncertain than ever, it’s a great time to take a fresh look at your money and consider some course corrections to your current game plan. Over the past several months, the team at Kennedy Financial has been hosting a series of webinars and providing you with tools to take charge of your money in 2020 and beyond.
Brandon Kennedy and Steven Fronrath provided an update on our firm, who we are and our mission and purpose. Whether you have been a client for years or are new to our process, they provided great insight into how and why we do what we do.
Retirement planning is both a financial and emotional process. It’s also something we talk about a lot at Kennedy Financial Group. But putting money aside now for a future date may be more meaningful to you if you have a good idea of what you’re saving for. Stuart L. Ritter, CFP®, Retirement Insights Leader at T. Rowe Price, walked us through how to visualize your ideal retirement and how to save with your specific goals in mind.
To discuss any of the topics covered, and how they might affect your finances, don’t hesitate to schedule a meeting with us!
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, a registered investment advisor.
HighPoint Advisor Group and Kennedy Financial Group are separate entities from LPL Financial.
Stuart Ritter and T. Rowe Price are not affiliated with LPL Financial, HighPoint Advisor Group or Kennedy Financial Group. Steven Fronrath is solely an Investment Advisor Representative of HighPoint Advisor Group, and not affiliated with LPL Financial.
Dave Ramsey and SmartVestor are not affiliated with LPL Financial.
Any economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that any strategies promoted will be successful.