One of the most overlooked threats to retirement wealth may happen long before retirement: a mid-career stall. In this week’s episode of Educational Insights, Ashley Page explores how spending five or more years without a meaningful promotion or raise can reduce overall retirement wealth by 15–25%, and shares four strategies to keep your career and financial future moving forward. Understanding how your career trajectory can impact long-term wealth may help you take action before a stall becomes a setback.
Watch to learn more.
Ashley Page, JD, MBA
Senior Vice President
Wealth Consultant
Email Ashley Page here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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