
Secure Your Financial Future: Retirement Planning Tips for Mid-career Workers
Start planning for a comfortable retirement now by assessing your financial readiness, identifying sources of retirement income, and setting goals. Explore PEBA's benefits and programs for retirement planning guidance. Remember that personal finance is individualized, so seek advice based on your specific needs.
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Presentation Transcript
Think about retirement Retirement Starts Now Mid-career Fiscal year 2025
Will you be financially comfortable when you retire? Are you saving enough for retirement? A sure way to an unsure future is to put off planning for retirement. U.S. workers who expect not to have enough money to live comfortably when they retire.1 47% 1https://news.gallup.com/poll/350048/retirees-experience- differs-nonretirees-outlook.aspx 2
Think about your retirement now Do you have an idea how you re going to get there? Do you know what you want to do and where you want to be in retirement? Do you know what the cost of your health insurance will be in retirement? Start asking yourself these questions and identify steps you can take to secure your financial future. Do you have bills you can eliminate before you retire? 3
How will you get to retirement from here? Consider the effects of the other benefits and programs PEBA offers. Understand your PEBA-administered retirement plan. Identify your possible sources of retirement income. Stay connected with PEBA. 4
Disclaimers This presentation does not constitute a comprehensive or binding representation of the employee benefit programs PEBA administers. The terms and conditions of the employee benefit programs PEBA administers are set out in the applicable statutes and plan documents and are subject to change. Benefits administrators and others chosen by your employer to assist you with your participation in these employee benefit programs are not agents or employees of PEBA and are not authorized to bind PEBA or make representations on behalf of PEBA. Please contact PEBA for the most current information. The language used in this presentation does not create any contractual rights or entitlements for any person. Financial disclaimer Personal finance, as the name implies, is a highly individualized and personal matter. The information provided in these presentations is general educational information provided to illustrate certain financial ideas and concepts. This information does not take into account your personal situation and should not be considered personal financial or investment advice. In reviewing this video, you should consider whether the information presented is appropriate for your particular needs and, where appropriate, you may wish to seek advice from a financial professional to determine what is best for your individual financial circumstances. PEBA does not make any guarantee or other promise as to any results that may be obtained from using the content of this presentation. 5