“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.
Or contact:
David M. Wheat, ChFC. AIF
Axiom Advisors, LLC.
[email protected]
800.769.1287 ext. 103
www.axiom123.com
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.