“If you don’t know where you are going you might end up somewhere else.” Yogi Berra
People who are on the right track for retirement are different. According to a study by Lincoln Financial:
- 71% have created a financial plan;
- 98% are focused on the future; and,
- 78% exercise regularly.
They also found that the use of workplace benefits has a strong impact, but those surveyed said that the information provided was confusing. To read about the study, click here.
For more about the 401 (k) Shield click here.
David M. Wheat, ChFC. AIF
Axiom Advisors, LLC.
800.769.1287 ext. 103
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Axiom Advisors, LLC, a Registered Investment Advisor. Axiom Advisors, LLC and Cambridge Investment Research, Inc. are not affiliated.