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For better or worse, fewer and fewer of us are getting a traditional pension plan at work. If you are like most people, you have a defined contribution retirement plan such as 401(k)s or 403(b)s as your sole savings/retirements vehicles. You may be able to contribute to your retirement plan at work but you are expected to grow and manage the money on your own for 30 to 40 years of employment and 30 years of retirement.

According to the Center for Retirement Research at Boston College, 52% of working-age households are “at risk” of not having enough to maintain their living standards in retirement. So it should come as no surprise that the most common questions we hear from new clients are:

“Am I on track to reach my retirement goals?”

"How long will my retirement savings last with systematic withdrawals?"

“If I retire now, do I have enough to support my traveling in retirement?”

MERCURY FINANCIAL ADVISORS can help you answer these questions:

  • How much do I need to save to meet my retirement goals?
  • When is the optimal time to file for my social security benefits?
  • How do I take money from my accounts to keep taxes low?
  • What do I do about Required Minimum Distributions?
  • How can I make best use of other retirement benefits that are available?

No matter where you are in life, at Mercury Financial Advisors, we work with you to develop a saving plan, set financial goals and optimize your retirement strategy to help you prepare for retirement, and manage your retirement portfolio so it can last.

Let your money works for you rather than you work for money. Work will become the key to a meaningful life and you can choose the work you really love to do.