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! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices.
Watch the Video
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
You can also download the corresponding worksheet to help you feel more prepared for your next chapter.
Download Pre-retirement Savings Guide
Benefits of 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 better 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 to explore ways to keep employees connected with valuable resources.
Bjork Asset Management
1033 Skokie Boulevard, Suite 210
Northbrook, IL. 60062
p. 312.464.7072
f. 312.464.7083
ClientCare@BjorkAM.com
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners LLC and Bjork Asset Management are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, IL, IA, MN, NC, WI.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.