Achieving a financially secure retirement is a top goal for individual investors. But most people aren’t fully aware of what they need to do to make it happen, or how long it will take to get there. Due to longevity gains and increasing healthcare costs, retirement has never been more expensive. The issues facing investors are complex and getting an early start is critical – but helping your clients understand and act on these issues can be challenging.
We believe that education, presented in a simple, approachable way, can reduce anxiety about retirement planning and set the stage for productive discussions. Enter Talk, Plan, Act, a chart book about retirement designed to help you introduce many important concepts to your clients. In this book we tackle Social Security considerations, potential healthcare and housing costs, different ways to save, and specific challenges facing women.
By equipping your clients with this important knowledge, they’ll feel more confident about planning, which can help them pursue the goal of a financially secure retirement.
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Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.
Each investor’s portfolio must be constructed based on the individual’s financial resources, investment goals, risk tolerance, investing time frame, tax situation and other relevant factors.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.
These views represent the opinions of the Portfolio Manager(s) at OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.