Smart Strategies to optimize your retirement savings and prepare for what’s ahead.
Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! Our new Pre–retirement Savings Guide and on-demand video are here to help you make confident choices.
What you’ll learn:
- Saving benchmarks to help you see if your savings are on track
- Social Security tips for making the most of your benefits
- Medicare breakdowns to help avoid surprises
- Smart strategies for boosting your savings
Benefits of a Financial Education
- For employees: Better planning leads to less stress, more focus, and increased financial confidence.
- For employers: Financially educated teams are happier, more engaged, and prepared for the future. When employees are equipped to retire on time, organizations can reduce the rising costs associated with delayed retirement—such as higher healthcare expenses and slower workforce transitions.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. CONTACT US if you’d like PK Retirement’s help in keeping your employees connected with additional valuable resources.
Investment Advisory Services offered through Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. We cannot accept trade orders through email or voicemail. PK Retirement, LLC and Cambridge are not affiliated, and Cambridge does not offer tax advice.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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