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saving money retirement - Sequoia Financial › sites › default... · Work or Retire? How to...

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1 https://www.creditdonkey.com/average-american-savings-statistics 2 http://www. Investopedia.com/articles/personal-finance/010616/whats-average-401k-balance-age.asp 3 https://www.cnbc.com/2015/02/03/the-true-cost-of-financial-stress.html 4 https://www.caring.com/articles/wills-survey-2017 5 https://www.fool.com/retirement/2016/10/30/heres-what-the-average-american-is-saving-for-coll 6 http://www.foxbusiness.com/features/2017/09/09/this-is-how-much-credit-card-debt-average-american-holds saving money retirement financial stress estate planning college costs credit card debt of American adults have no savings set aside for emergencies 1 , and another have not started to save for retirement 1 . of Americans 55 or older have no nest egg or pension. 2 of workers believe they don’t know as much about retirement as they should. 2 Close to of American workers stress out about financial challenges 3 . 75% The average American has in credit card debt 6 . $16,400 of U.S. adults don’t have a will 4 , and 100% are going to die. The average cost for four years of college 5 is for public (in-state), for private (nonprofit). Sequoia Financial Group 5480 Corporate Drive, #100 Troy, Michigan 48098 248.641.7400 info@sequoia-financial.com sequoia-financial.com/finlit
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Page 1: saving money retirement - Sequoia Financial › sites › default... · Work or Retire? How to Analyze When to Retire if you have a Defined Benefit Plan Lump-Sum Distribution Considerations

1 https://www.creditdonkey.com/average-american-savings-statistics2 http://www. Investopedia.com/articles/personal-finance/010616/whats-average-401k-balance-age.asp3 https://www.cnbc.com/2015/02/03/the-true-cost-of-financial-stress.html4 https://www.caring.com/articles/wills-survey-20175 https://www.fool.com/retirement/2016/10/30/heres-what-the-average-american-is-saving-for-coll6 http://www.foxbusiness.com/features/2017/09/09/this-is-how-much-credit-card-debt-average-american-holds

saving money

retirement

financial stress

estate planning

college costs

credit card debt

of American adults have no savings set aside

for emergencies1, and another

have not started to save

for retirement1.

of Americans 55 or older have no nest egg or

pension.2

of workers believe they don’t know as much about

retirement as they should.2

Close to

of American workers stress out

about financial challenges3.

75%

The average American has

in credit card debt6.

$16,400

of U.S. adults don’t have a will4,

and 100% are going to die.

The average cost for four years

of college5 is

for public (in-state),

for private (nonprofit).

Sequoia Financial Group5480 Corporate Drive, #100Troy, Michigan [email protected]

sequoia-�nancial.com/�nlit

Page 2: saving money retirement - Sequoia Financial › sites › default... · Work or Retire? How to Analyze When to Retire if you have a Defined Benefit Plan Lump-Sum Distribution Considerations

Small Good ChoicesTM

Helping You Identify the Small Things You Can Do to Keep Your Financial Plan on Track

Personal Finance for Young ProfessionalsBuilding Your Plan to Financial Independence

Work or Retire?How to Analyze When to Retire if you have a Defined Benefit Plan

Lump-Sum DistributionConsiderations in a Lump-Sum Offer: Financial, Tax and Estate Planning Issues & Analysis

50 Good IRA IdeasMaking the Best Use of IRAs: Tax, Investment, Estate Planning and Roth Ideas

46 Good 403(b) IdeasMaking the Best Use of 403(b) Plans: Tax, Investment, Estate Planning and Roth Ideas

Estate PlanningProtecting What’s Yours for the People that Matter

Trustee ManualGuidelines for the Successor Trustee of Your Living Trust

50 Good 401(k) IdeasMaking the Best Use of 401(k) Plans: Tax, Investment, Estate Planning and Roth Ideas

Sequoia Financial Group5480 Corporate Drive, #100Troy, Michigan [email protected]

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