Are you feeling unsure about your retirement savings? Don’t worry; you’re not alone.

There are 3 categories of savers, and if you fall into the “Middle of the Road” Saver crowd, you’re in good company.

Here are some traits of the “Middle of the Road” saver:

👉 Diligently contributing to your retirement accounts
👉 Snagging those employer matches
👉 Watching your savings grow

However, if your retirement savings are between $100,000 and a million dollars, especially if you’re saving with a partner, it’s time to get serious about planning.

Ask yourself these important questions and consider your answers to get more clarity on your retirement journey. 💪

✅ Do you own just one home, or do you have a vacation property too?
✅ Are you planning to fund your children’s college education?
✅ Will you and your spouse retire at the same time?
✅ Do you have a pension from being a teacher, government worker, or a corporate job from way back?

Simply put, the cookie-cutter calculators on big 401k websites like Fidelity or Vanguard won’t cut it. You need a tailored approach—personalized financial planning software and advice that takes your specific situation into account.

If you’re in your 40s or 50s, now is the time to fine-tune your retirement strategy. You’ve done a lot of the right things, but you need clarity on your next steps.

This is where a financial planner can be invaluable to help you Identify, Simply, and Consolidate. It’s about striking a balance—enjoying life now while also planning for a comfortable retirement.

🎧 Want more insights?

Check out our recent episode of Women’s Money Wisdom where we have much more on the three types of savers.

Remember, you’re capable, resilient, and ready to take charge of your financial future. Let’s make that future start now! 🚀💕

#WomenAndWealth #RetirementPlanning #FinancialEmpowerment #InvestingForTheFuture