Why You Should Set an Free Consultation Appointment with us?
Kevin O'Donoghue / Smart Money LLC can help you address these concerns and develop a sound financial strategy so you can work towards a more secure and fulfilling retirement.
1. Financial Security & Savings: Outliving Savings: Running out of money before the end of their life is a major fear for many, especially with increased life expectancy. Saving Enough: Concerns about not having saved enough to maintain their desired lifestyle in retirement. Inflation: The fear that inflation will erode the purchasing power of their retirement savings over time. Investment Risk: Worries about investment performance, market volatility, and the potential for losses impacting their retirement funds. Unexpected Expenses: Concerns about being able to afford unexpected costs like medical emergencies or major home repairs.
2. Healthcare & Long-Term Care: Rising Healthcare Costs: The escalating costs of healthcare, including insurance premiums, deductibles, and out-of-pocket expenses. Long-Term Care Needs: Anxiety about the potential need for long-term care (assistance with daily living activities) and the associated high costs. 3. Social Security & Government Benefits:
Social Security Sustainability: Concerns about the future of Social Security and whether it will be available at current benefit levels when they retire.

4. Other Concerns:
Family & Loved Ones: Worries about their loved ones' financial well-being and the ability to provide for them or leave an inheritance. Loneliness & Isolation: While not solely financial, some individuals also express concern about potential loneliness and isolation during retirement.
Perfect for IRA / 401K Rollovers from Brokerage Accounts, Annuities, CD's,
Roth IRA's, Non Qualified Accounts

Why You Should Set an Free Consultation Appointment with us?