David@valuealigned.com
1-732-800-2375

Berk's Blog

Financial Anxiety Alert: Do You Have a Retirement Savings Plan?

Have you ever lost sleep over your finances? Even just a wink?

If so, you’re like 77% of Americans, who, according to a recent survey, are fearful about their financial futures.

Financial anxiety wasn’t the only thing the survey shed light on, however. It also asked participants if they had a retirement savings plan in place. And only 44% reported that they did.

Which group are you in?

  • the 44% of American without a retirement savings plan
  • the 56% of Americans with a retirement savings plan

 

Are You Still Shell-Shocked from 2008?

During the 2008 recession, you may have lost your job, your house, and maybe even the money you invested in stocks. Yet, as a rising-income investment, stocks are one of the most viable ways to save for retirement.

In fact, stock investors who weathered the 2008 recession did remarkably well.

My Monmouth County wealth management company ValueAligned® Partners helps Americans save for retirement by investing in stocks of great companies with no middlemen or hidden fees. Check out our 2015 year-to-date results, featured in my new video:

  • VAP Hedge Fund +3.7% (compared to +0.7% for other stock hedge funds)
  • VAP Model Portfolio +3.8% (compared to 2.3% for other stock hedge funds)

 

You Don’t Have to Be the Deer in the Headlights

The first step to reducing your financial anxiety is having a retirement savings plan. But before you do that, you need to know how much money you will need to maintain your lifestyle post-career.

Calculate your “number” using my new online investment calculator.

And watch my new video about the importance of a retirement financial plan.

 

Stock Investing with ValueAligned® Partners

Investing in stocks of great companies with no hidden fees is a great way – maybe even the best way – to retire comfortably and when you want to.

And I’ve been helping stock investors in Middletown, New Jersey; Red Bank, New Jersey; elsewhere in Monmouth County, New Jersey; and throughout the U.S. invest in stocks of great companies and roll over their 401(k)s – all with no middlemen and no hidden fees.

Watch my new video, then contact me today at david@www.valuealigned.com or 732-800-2375 to get started. And don’t forget to ask me about rolling over your old 401(k)s!

If you would like me to contact you, please fill out the form below and I will be in touch shortly.

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Image Credit: hotblack | morguefile