Create a lesson plan for your money.
You know about the retirement income gap so now let’s make a plan to address it!
establish your objectives.
Your blueprint for success starts with SMART goals. An example might look like this:
| Specific | I want to save $150,000 for retirement. |
| Measurable | I will save $3,022.62 each year for the next 25 years. |
| Achievable | I will achieve this by contributing $251.89 per month to my retirement account, which includes my 403(b) and IRA. |
| Relevant | Saving for retirement is important to ensure I have financial security and can maintain my desired lifestyle after I stop working. |
| Time-bound | I will reach my goal of $150,000 in 25 years. |
How to find the money
gather materials needed.
- Salary Reduction Agreement Form (SRA)
- Paycheck stub
- Statements collected in Assignment #1
enlist guided instruction.
Contact one of our financial professionals to begin the process of create a personalized action plan to achieve your SMART goals.
Congratulations!
You’ve graduated. Time to go to work.
Questions?
Request A Consultation
Whether you are looking to better understand your options or get free advice from a local financial professional, we can help you find the answers you need to take the next step.
Call: (866) 243-7174
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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Fixed indexed annuities (FIAs) are issued by Life Insurance Company of the Southwest. Annuities have surrender charges that are assessed during the early years of the contract if the contract owner surrenders the annuity. Guaranteed lifetime income may be provided either by annuitizing an annuity, or through an annuity income rider. Riders are supplemental benefits that can be added to an annuity. Riders may be optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific annuity. Guarantees are dependent on the claims paying ability of the issuing company. Fixed indexed annuities do not directly participate in any stock or equity investments. National Life Group and its agents are neither affiliated with nor endorsed by any state retirement plan, school system or government agency.
National Life Group is an Affinity Partner of the Association of School Business Officials International (ASBO) through its Corporate Alliance Partnership program.
TC7830297(0425)3 | Cat No 106511(0125)
