As seen on Tumblr, Synergistic Life Services‘ Geoff Thompson provides a 30,000-foot view on legacy plans, and how many retirees ignore this program.
By taking advantage of the program, you can stay ensured that your retirement funds will remain strong.
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If you have 500k+ in financial assets, you cannot expect to actually take in that much when retirement comes around. There’s a certain uncle that you may or may not know that will come and take what he feels he is owed.
Synergistic Life Services break down what you have to deal with as your savings pile up — so you can live a stress-free retirement after all.
Watch the full video below for more detailed information on retirement savings.