Retire On Your Terms
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I am a Student
I am Building My Career
I am Mid-Career
I am Late-Career
I am Ready for Retirement
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Mid-Career Challenges & Opportunities
Stay focused on saving
Kids? Mortgage? Car payments? It’s obvious you need to worry about these things, but don’t let it get you down. Stay focused on saving despite all the bills. Keep track of everything and stay on top of your budget.
Make Investing a Priority
401ks, annuities, ETFs, Stocks, Bonds, etc. Your employer most likely offers a retirement saving plan already. Whether you have various investments to manage or not, you should start to look at your building your portfolio and retirement plan.
Set your retirement savings goal
This mid-career life stage is a good time to set a retirement savings goal. You may even want to enlist the help of a financial professional who can help you reach it.
Retirement Planner Calculator
Keep it up!
You have made it this far. Stay focused on your saving habits, look into additional investing opportunities, and set your goal for retirement.
Check Out These Additional Resources:
CFP Board’s Consumer Guide to Financial Self-Defense
Checklist: Selecting a Financial Advisor
Fact Sheet: Basics of Investing
FINRA’s Suitability Rule: What Investors Need to Know
Income for What's Next
Investing 101 with the U.S. Securities and Exchange Commission
Investor Bulletin and Consumer Advisory: Planning for Diminished Capacity and Illness
Life Changes Checklist
Spot a Scam with FINRA Scam Meter
Take the Investment Fraud Awareness Quiz from NASAA
The Retirement Planning Pyramid
Tips for Consumers When Selecting a Financial Advisor
Tips for Consumers: Fraud Prevention
Top 10 Tips for Preparing for Tax Season
Webinar: Turning Financial Stress into Financial Freedom