Saving for Retirement Isn’t Enough: You Need a Wealth Plan

To ensure you have a wealth plan in place that will work for you, five key steps can help get you safely to your retirement destination and beyond.

Fingers crossed in front of an airplane window that looks out on a runway.
(Image credit: Getty Images)

Imagine boarding a plane for a long-awaited retirement vacation in Hawaii. Before takeoff, the captain announces the crew is fairly certain they have enough fuel to make it to Hawaii safely, but if not, the plane will land in a desert instead. Not only that, but the navigation system is down. The plan is to simply fly west and hope for the best! And for a hat trick of misfortune, the weather radar is malfunctioning, so no one knows what kind of turbulence is ahead. But don’t worry, the crew is sort of optimistic that good weather is ahead, so they’ve taken the liberty of removing the emergency life jackets and air masks. Are you staying on that flight?

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Bradley Rosen
President, Longevity Financial

Bradley Rosen is the owner and president of Longevity Financial, an independent financial professional with over 24 years of financial planning experience. Bradley provides each client with a customized Design for Life By Longevity FinancialⓇ plan that encompasses each part of their financial picture, including investments, insurance, taxes and legacy planning. He is passionate about creating longevity with one’s finances and prioritizing holistic health, both physically and financially. His unique approach to retirement planning is the result of watching both his grandmothers outlive their retirement income. For his dedication to educating and empowering women, he was awarded the Thelma Gibson Award in 2015. He has been featured in Forbes and on the local CBS, NBC and FOX TV news affiliates in his new hometown of Atlanta.