Catching Up: Strategies for Late Savers

April 25, 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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