The Basics of Planning for Retirement

By: Oxana Saunders

Photo courtesy of TheBalance.com

Photo courtesy of TheBalance.com


Younger people often think that retirement is too far in the future and see no reason to worry about it today. Others believe that a financially sound retirement seems impossible and therefore they will never be able to retire, or they can just count on Social Security.

While financial circumstances differ for people in different age and income groups, there is one thing in common – the sooner you start thinking about retirement planning, the better off you would be. This requires a comprehensive look at your situation and a well-prepared plan, which should be reviewed and modified regularly to adapt to developments in your life.

Below is a link to an article from TheBalance.com that can help you start your retirement plan. For more extensive analyses of your retirement goals and how they can be accomplished, please call us at 941.350.7904 for a free consultation.

the balance website logoThe Basics of Planning for Your Retirement

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Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or oxana@pathfinancial.net.

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Top 10 Reasons Why You Need a Financial Plan

By: Oxana Saunders

mazeMany people believe that a comprehensive financial plan only makes sense for the “super wealthy,” but this is a misconception. Financial planning can help people at all income levels and in all age groups.

A good plan shows how all aspects of personal finance affect one another, helps set up short, medium and long-term goals, and provides specific actions to achieve them. Whether you want to have a comfortable retirement, pay for college education, buy a house, or give to charity, a comprehensive financial plan makes it easier to achieve your goals.

Below is a link to a Forbes.com article that explores many reasons why it is so important to have a financial plan in place. Please contact us for a free consultation to help you plan your financial future.

Forbes.com: 10 Reasons Why Financial Plans Aren’t Just for the 1%.

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Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or oxana@pathfinancial.net.

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