Real Life Retirement™ Services
Saving conservatively for retirement
- Make investing in a workplace savings plan a family priority.
- Don't do anything with money that you're not comfortable with. Being conservative is OK.
- Think about whether you will have friends in the place where you retire.
- Sham is happily employed with no plans to retire soon; still funding retirement accounts.
- A conservative investment style has worked for him.While he still enjoys working, Sham has a long-term plan.
“I am a professor; I enjoy my work. I have no intention of retiring soon, and my wife and I continue to contribute to our retirement accounts. In the past year we have lost money. Sometimes I think I could be a more aggressive investor, but I’m doing OK being conservative. I’d like to see the markets return to some normal level before I even consider retiring."
Young at heart.
“My wife and I are from India. Education and family values are very important to us. We sent our children to the best schools. It’s an investment in what they need to become independent. "
“After I retire, my wife and I will be staying here in our college town. You need to have your friends and colleagues nearby to enjoy retirement. And it’s nice to be around young people. They teach me new things all the time."
Take the Next Step.
Let's talk about the retirement you want.
Call 877-673-7970 for your complimentary retirement consultation.
- Use our retirement calculator to see where you stand today.
We thank Shamkant for sharing what worked for him. His words have been edited. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Examples provided are for illustrative purposes only and not intended to be predictive of future results.
The types of financial transactions mentioned may not be suitable for everyone. Each investor needs to review a transaction for his or her own particular situation. Data contained here is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided,
including statistical simulations, are provided for illustrative purposes only and are not intended to imply future results you should expect to see. Past performance is no guarantee of future results.