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Archive for May, 2018

Actual vs Expected!

Written by Timothy Shannon on . Posted in Uncategorized

Only 36% of workers surveyed anticipate that their monthly Social Security benefit “will be a major source of income” during retirement. However, 67% of retirees surveyed have determined that their monthly Social Security benefit “is a major source of income” during retirement (source: Employee Benefit Research Institute 2018 Retirement Confidence Survey). This reflects failure or insufficient planning for retirement. Please contact me for additional information on this very important subject.

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Timothy G. Shannon, CLF, AIM, LUTCF

Phone: (800) 999-5729
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