22 Sep How Much Have You Thought About Retirement?

It’s difficult to achieve positive results without planning, yet less than half of workers ages 55 and older have actively planned for retirement. Planning is even less common for those ages 45 to 54.

Securities offered through Cabot Lodge Securities, LLC (CLS) Member FINRA/SIPC. 200 Vesey Street, 24th Floor, New York, NY 10281, 888.992.2268. Advisory services offered through SB Advisory, LLC (SBA) 3340 Peachtree Road NE, Suite 1800, Atlanta, GA 30326, Phone 404-382-5223. Heart Strong Wealth Planning is not controlled by or a subsidiary of CLS or SBA.  Heart Strong Wealth Planning and SBA are not controlled by or subsidiaries of Cabot Lodge Securities LLC.  Heart Strong Wealth Planning and SBA are not affiliated. Heart Strong Wealth Planning, CLS and SBA do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice.

This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.

Prepared by Broadridge Advisor Solutions Copyright 2020.