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Getting Your Financial Act Together Part 2
May 20, 2015
Are you a business owner? Then here’s a financial planning boot camp that just might be fun. We’ll cover the six main items you need to understand and review key questions to help you figure out the finances of your business. Topics include investment strategies, how much insurance you need, setting up financial filing systems and who to turn to for help. Come with questions and leave with a plan and checklist to get you on track.
Speaker: Dave Caruso, Founding Chair & Managing Director, Coast Capital Group
Twitter: @CoastalWealth
LinkedIn: linkedin.com/in/davecarusoccg
Blog: coastalcapitalwealth.com/news/
Facebook: facebook.com/CoastalCapitalGroup
Speaker: Dave Caruso, Founding Chair & Managing Director, Coast Capital Group
Twitter: @CoastalWealth
LinkedIn: linkedin.com/in/davecarusoccg
Blog: coastalcapitalwealth.com/news/
Facebook: facebook.com/CoastalCapitalGroup
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Why do you need to think about retirement now? • Because, as a whole, Americans do not adequately prepare for retirement. • 31% of workers report that they are not currently saving for retirement.1
• Just 46% of workers have even tried to figure out how much they’ll need for retirement.1
• Regardless of your age, investing for retirement should be among your top financial priorities.
• Many experts recommend saving 10% (or more) of your income for retirement. However, one of the greatest challenges for most people is realizing the need for a retirement investing program.
To help you understand why saving for retirement is more important than ever, let’s look at the way things have changed through the years. 1Source: Employee Benefit Research Institute, 2010 Retirement Confidence Survey.
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