Is Your Retirement Savings Plan on Track? Expert Tips from Omaha’s Trusted Wealth Advisors at Revolution Group > 자유게시판

5 Essential Factors That Influence Your Retirement Savings Goals
While benchmarks are helpful, your retirement plan should reflect your unique circumstances. At Revolution Group, we help clients define their financial goals by considering these key factors:

Why Choose Revolution Group?
Local Expertise with Nationwide Reach: From our Omaha headquarters, we offer family-office-level services to business owners, entrepreneurs, and multi-generational families across the country.
Real Fiduciary™ Standard: As a fiduciary firm, we prioritize your interests, ensuring all advice and strategies align with your financial goals.
Innovative Planning: Our wealth management strategies include tax-efficient retirement planning, private investment access, and creative approaches to wealth preservation and transfer.
Whether you’re looking for wealth advisors in Omaha, Nebraska, or seeking a financial partner with national expertise, Revolution Group is here to help you achieve your ideal retirement.

Take the First Step Toward a Secure Retirement
Building the retirement you envision requires careful planning and expert guidance. At Revolution Group, we take pride in delivering personalized solutions to help clients achieve financial freedom.

5. How Will You Handle Health Care Costs?
Health care expenses are often one of the largest costs in retirement. The average retiree may need upwards of $157,000 for health care alone, and costs often increase with age.² Building these expenses into your plan is critical.

4. By Age 60 = 8x Your Annual Salary
By age 60, refine your retirement plans and consider how you’ll transition from full-time work. Aim for at least eight times your salary saved to maintain financial security as you approach retirement.

5. By Age 67 = 10x Your Annual Salary
For those retiring around age 67 (the full Social Security benefit age), aim for ten times your salary in savings. For example, someone earning $100,000 annually should target $1 million in retirement savings.

Planning for a financially secure retirement can feel overwhelming, especially when you’re unsure whether your savings are on track. Concerns about running out of money in retirement are common, with research showing that one in five Americans over 50 has no retirement savings at all.¹

3. Where Will You Live?
Your choice of location can significantly impact your cost of living, taxes, and housing expenses. For example, remaining in Omaha or relocating to a lower-cost area could affect your savings needs.

2. By Age 40 = 3x Your Annual Salary
As your career and income grow, aim for three times your salary saved by age 40. This requires balancing expenses like family needs and homeownership with consistent savings contributions.

At Revolution Group, headquartered in Omaha, Nebraska, we help clients across the country take control of their financial futures. Founded by Ryan Fleischer, our firm is rooted in the principles of innovation, trust, and transparency. We deliver family-office-level wealth management services through a Real Fiduciary™ Standard, ensuring that your goals and interests always come first.

WhethOmaha Financial AdvisorOmaha Financial Advisor independence, Revolution Group offers personalized solutions tailored to your unique goals.

1. When Do You Plan to Retire?
Your retirement age affects how much you’ll need to save. Retiring early means relying on savings for a longer period, while delaying retirement gives your investments more time to grow.

2. What Lifestyle Do You Envision?
Are you dreaming of frequent travel, downsizing to a smaller home, or pursuing hobbies? Defining your lifestyle goals will help determine how much income you’ll need to support your retirement plans.

1. Start Early and Maximize Compounding
The earlier you start saving, the more time your investments have to grow. Even small contributions can snowball into significant savings through the power of compounding.

7 Actionable Tips to Strengthen Your Retirement Plan
A secure retirement doesn’t happen by chance—it requires consistent effort and smart strategies. Here are seven tips to help you stay on course:

Sources
TIAA Institute: Longevity Literacy & Retirement Readiness
AARP Survey: Retirement Savings
Disclaimer
This content is developed from sources believed to be providing accurate information. It is not written or intended as tax or legal advice and should not be relied upon for avoiding Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Revolution Group, LLC is not responsible for specific investment or legal outcomes.

4. Diversify Your Portfolio
A balanced mix of stocks, bonds, and other private assets can reduce risk and optimize growth. Revolution Group specializes in constructing tax-efficient, diversified portfolios tailored to your unique goals.