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©2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered
trademark of Edelman Financial Engines, LLC. All advisory services provided by
Financial Engines Advisors L.L.C., a federally registered investment advisor.
Results are not guaranteed. See
https://edelmanfinancialengines.com/patent-information for patent information.


1 Carlozo, L. (2019, December 18). How Does Your Emergency Fund Compare? New
Stats Reveal Americans' Rainy Day Savings Habits. Money Under 30. Retrieved
November 16, 2020,
from https://www.moneyunder30.com/compare-average-emergency-fund-savings

 
2 TALKERS Magazine “Heavy Hundred” ranking is based on a number of both
quantitative and qualitative criteria and is determined by collective analysis
of the TALKERS editorial board with input
from a wide variety of industry leaders. Investor experience/returns were not
considered as part of this ranking.

3 Gibson, Kate (2021, January 11). Most Americans couldn’t cover a $1,000
financial emergency, survey finds. CBS News. Retrieved January 28, 2021, from
https://www.cbsnews.com/news/financial-emergency-savings-americans-cover

AM1597316




One of the biggest challenges in retirement is determining how to allocate your
limited financial resources to competing financial priorities. A plan for
retirement is the first step in sorting out this puzzle.

The more clearly you can visualize what your retirement is going to look like,
the more effective your overall plan will be. One way to get started is to ask
yourself three
simple questions:

Schedule your complimentary retirement review by July 2.
First Name

Last Name

Email (Required)
Please enter a valid email address.
Phone Number (Required)
Please enter a valid phone number.
Please confirm your information above and an advisor will contact you.
Have an Advisor Contact Me
Or, you can schedule an appointment instead. Schedule an Appointment

We take privacy seriously, read our Privacy Policy We don't sell your data, read
our Do Not Sell My Info.


QUESTIONS? CALL US AT 844-942-1800
M - F, 9AM - 9PM ET




HOW DO YOU PLAN TO
SPEND YOUR RETIREMENT?

Needs are things like food, health care, a place to live –
anything that helps bring you peace of mind and security in retirement. A good
retirement plan begins by making sure you have the income necessary to support
your needs.

Once your needs are taken care of, you can focus on the fun part of retirement –
your wants and wishes.

Wants are things like that trip of a lifetime you’ve always dreamed about.
Wishes are your aspirations. Maybe you
want to donate your time and work with a charity you admire.

 
Once you’ve mapped out what your needs, wants and wishes are, your retirement
plan becomes an actionable guide to help you achieve them. It’s a good idea to
review your plan regularly to make sure you’re on track to meet your goals and
adjust it if you’re not.

So, whether you need a plan or you already have one, now is the perfect time to
take advantage of a complimentary retirement review.



Your review with an Edelman Financial Engines advisor can include:

Call (844) 942-1800 to schedule your complimentary retirement review today!


IF YOU CHOOSE TO ENROLL IN OUR FEE-BASED PROFESSIONAL MANAGEMENT SERVICE, YOU’LL
RECEIVE:


a personal retirement plan based on your
savings goals and risk tolerance;

a team of investment experts to manage
your retirement account; and

unlimited access for help with personal
finance questions.



OR CHOOSE ONLINE ADVICE AND RECEIVE
RECOMMENDATIONS TO HELP YOU MANAGE YOUR ACCOUNT ON YOUR OWN.


Online Advice – Do-it-yourself  
Receive recommendations to help you manage your account on your own.



Professional Management – We do the work 
Get a team of experts to manage your retirement plan account for you, for an
additional fee.



Personal Advisor – Dedicated Advisor 
Create a comprehensive plan to help
with financial goals beyond retirement, for an additional fee.



IF YOU CHOOSE TO ENROLL IN OUR FEE-BASED PROFESSIONAL MANAGEMENT SERVICE, YOU’LL
GET A TEAM OF EXPERTS TO MANAGE YOUR RETIREMENT PLAN ACCOUNT FOR YOU. OR CHOOSE
ONLINE ADVICE AND RECEIVE RECOMMENDATIONS TO HELP YOU MANAGE YOUR ACCOUNT ON
YOUR OWN. IN ADDITION, YOU ALSO HAVE ACCESS TO OUR PERSONAL ADVISOR SERVICE WITH
A DEDICATED ADVISOR THAT CAN CREATE A COMPREHENSIVE FINANCIAL PLAN, AVAILABLE
FOR AN ADDITIONAL FEE.








LET’S CREATE A PLAN TO MAKE SURE YOU’RE ON TRACK TO ACHIEVE YOUR NEEDS, WANTS
AND WISHES.

Reviewing your goals
and a personalized
strategy to help you
meet them.

Discussing life
changes that may call
for adjustments to
your plan.

Analyzing your
retirement income to
determine if your
savings can last through
your lifetime.


Determining where you stand right now to identify opportunities
for improvement.




WANT TO LIVE LONGER? CONSIDER WORKING LONGER


Q&A: SPENDING MONEY IN RETIREMENT

Does retirement conjure up years of
carefree days swinging in a hammock, free
from the daily cares of the work-a-day
world? You might be surprised to learn
that working may actually have some
hidden benefits. And retirement might not
be the answer you’re looking for.

After years of saving for retirement, you
might be asking yourself some interesting
questions: What do I do now? Should I go
on a splurge? And what about giving back?
This article provides advice on how you
might want to spend some of your lifetime
savings.

Read more

Additional retirement planning resources







PREPARING FOR THE VACATION OF YOUR LIFE - YOUR RETIREMENT


VISUALIZE YOUR RETIREMENT

Do you spend a lot of time planning your
vacations? What if that vacation were to
last for decades? You’d probably want to
plan that trip very carefully. We’re talking
about your retirement and the best way to
prepare for your future is to begin
planning now.


Saving for your retirement is important
and many retirees wish they had saved
more. But planning for your retirement
goes beyond just saving. You need to ask
yourself an important question: Just what
will my retirement look like?

Read moreRead MoreRead More

What are my needs?

What are my wants?

What are my wishes?







QUESTIONS? CALL US AT 844-942-1800
M - F, 9AM - 9PM ET

Learn more about needs, wants and
wishes at our upcoming webinar!

Attend the special webinar Planning Your Future Lifestyle

Monday, June 28

Learn about planning for your needs, wants and wishes and get actionable advice
on how to achieve them.



Attend the special webinar Planning Your Future Lifestyle

Tuesday, June 29

Learn about planning for your needs, wants and wishes and get actionable advice
on how to achieve them.



Learn more about needs, wants and
wishes at our upcoming webinar!

Learn more about needs, wants and
wishes at our upcoming webinar!

Attend the special webinar
Planning Your Future Lifestyle

Tuesday, June 29

Learn about planning for your needs, wants and wishes and get actionable advice
on how to achieve them.



Attend the special webinar
Planning Your Future Lifestyle

Monday, June 28

Learn about planning for your needs, wants and wishes and get actionable advice
on how to achieve them.







Attend the special webinar Planning Your Future Lifestyle

Monday, June 28

Learn about planning for your needs, wants and wishes and get actionable advice
on how to achieve them.















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