08/04/2025
Recently I went to my 20 year high school reunion. I had a blast catching up with classmates and making closer connections with friends that I may have lost touch with over the years...but there is one thing that got me thinking. What you see below is only 5% of my class, plus our spouses...5% The majority of our nation contributes less than 5% towards our retirement and expects to live the same or greater quality of life. Yes, 5% can still grow and compound over the years, as most investments do, but it takes longer for these investments to grow to a healthy amount. Some of my classmates have kids, some have none and some either aren't or just got married, their growth is shown by the size of their family. An investment reacts the same way, if we invested more than 5%, this could potentially feed and grow retirement faster. If 10 to 15% of the class showed up, the amount of total people; spouses, kids, grandkids, would compound exponentially. When was the last time you reviewed your employer's benefits plan? Are you on track or starting to fall behind? Would you be open to reviewing and learning more about what can be done to maximize your potential and provide clarity to your future?