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Are You Retirement Ready?

May 6th, 2022

Building a solid financial future starts with planning for retirement. To reach your retirement goals, you need to start saving and investing years in advance. ZOLL connects you with tools and experts to help you prepare.

4 Tips to Reach Your Retirement Goals

Fidelity’s financial tools and support can assist you every step of the way.

  1. Check your accounts: If you haven’t checked in on your accounts lately, take a look at your balance. Use Fidelity’s age-based milestones to see if you’re on track.
  2. Follow the simple rules for saving and spending: Aim to allocate no more than 50% of take-home pay to essential expenses, save 15% of pretax income for retirement savings, and keep 5% of take-home pay for short-term savings.
  3. Increase your 401(k) contribution to maximize your savings: Be sure to contribute at least 7% to get the full company match. If you’re nearing retirement age, take advantage of the annual catch-up contributions.
  4. Ask for help: Fidelity offers expert advice online, in person, and by phone to answer your questions.

Learn more about retirement planning with Fidelity’s webinars during the month of May.

Create Your Financial Foundation

Join CAPTRUST for a live webinar on May 18, 2022, on Investing Beyond Your 401(k). Additionally, they can answer your questions about retirement, help you choose your investments, and build your Retirement Blueprint.

Visit Ready for Retirement? for more tips on preparing for your retirement.