Baby Boomers – Carolyn Monty
THE PROBLEM? The average Baby Boomer has less than $50,000 accumulated for retirement (which means many have less than that), primarily due to bad habits and having money invested in the wrong places where economic downturns can diminish their nest egg. The solution? Social Security isn’t the answer.
Taking ownership is the answer.
When it comes to planning for retirement in these tough economic times, it’s apparent that many Boomers are confused. They feel isolated. They feel powerless. Many fear that it’s too late to plan for a comfortable retirement. Many are concerned that they haven’t saved enough—that they may outlast their retirement resources.
Many have seen their retirement accounts decrease in value by thirty percent or more during the last few years. Because of lower rates of return, many are concerned that their nest eggs are draining faster than they had anticipated. What’s more, many are worried that taxes, inflation, and the costs of health care will quickly deplete what they have set aside…
Get started today by downloading your FREE Missed Fortune e-Book below
Carolyn Monty
Missed Fortune Concept
(714) 437-1035
carolynmonty@msn.com
As a Financial Strategist my goal is to help my clients understand how together we can successfully help you optimize your assets by managing your home equity and qualified plans to enhance Liquidity, Safety of Principal and Rate of Return–protect your wealth by leveraging those assets earmarked for your retirement compounding in a tax free environment to access into perpetuity income tax free, and when you die it doubles, triples and transfers leaving a legacy to your family income tax free and estate tax free.
After you read the eBook, please call or email me with any questions you may have and to learn more about how the Missed Fortune Strategies can apply to you, as laid out by New York Times best-selling author Douglas R. Andrew in his books Missed Fortune 101 and his latest Last Chance Millionaire, (Baby Boomer Blunders E-Book) with 10 financial blunders or mistakes you can overcome and correct to achieve financial independence. It’s not too late to take control of your future and your retirement.
