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Estate and Retirement Resources Blog2022-02-18T12:45:42+00:00

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How Far Could $1 Million Go In Retirement?

By |February 21, 2022|

A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years. If you retired with $1 million in 1970, you probably didn’t have to worry about your nest egg running out, even with a lavish lifestyle. It would be like retiring with $6.9 million today.1 Retire

The 3 Pillars of Successful Retirement Plans

By |February 21, 2022|

The 3 Pillars of Successful Retirement Plans A Simple Checklist to Kick-Start Your New Work-Free Life If you’re within 5 years of retirement, you’re in a critical period – if you take action now, you may still be able to make up for past mistakes. The decisions you make now will define your retirement lifestyle and your ability to retire successfully. This checklist

The Retirement Time Bomb

By |January 18, 2021|

The Retirement Time Bomb You weren’t planning on making retirement decisions so soon. You thought you had years to go before you entered the critical transition period, where the choices you make now set the stage for the next 30 years of your life. But the timer is ticking. You’ve got to make good decisions, fast.Most folks at this crossroads have arrived from

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Vital Information about Retirement,
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352-732-8277 OR michaelr@mutualtrustco.com

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Office: 352-732-8277
Toll-Free: 877-732-2473
Fax: 352-732-9649

Ocala Office
7500 SW 61st Ave, Suite 700

Ocala, FL 34476
Open Mon thru Fri 9am – 5pm

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1499 Gulf to Bay Blvd, Suite 400
Clearwater, FL 33755
Open Mon thru Fri 9am – 5pm

michaelr@mutualtrustco.com

All rights reserved 2022. Estate and Retirement Resources, Inc. | Office: 352-732-8277 | Toll-Free: 877-732-2473

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