For Your Benefit

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

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