4 Ways to Evaluate Retirement Preparedness [Infographic]

by Mark Stewart
4 ways to evaluate retirement preparedness

Your clients (and almost all Americans) strive for a safe and comfortable retirement. Unfortunately, not everyone reaches that goal. It can be hard for clients to know how much savings is enough for a comfortable retirement, and it’s one of the top challenges they face.

But retirement planning shouldn’t be a guessing game.

While relying on any single metric or calculation to evaluate one’s retirement preparedness is never ideal, these four “rule of thumb” metrics below can help you and your clients quickly estimate their ability to retire in comfort.

Check out the infographic for more details.

4 ways to evaluate retirement preparedness infographic

Related: Income Planning vs. Selling an Income-Producing Product

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