“Today’s 401k education meeting process is a farce. There’s simply too much to learn, with too little time. Chris Carosa has done for the 401k what Americans need — he’s made the difficult easier. He’s created something simple and attainable for the Average Joe/Jane.”
Richard Burke, Principal
Retirement Plan Consulting & Administration Practice,
Burke Group, Rochester, NY
Hey! What’s My Number? reveals a four-step process that gives you a clear, easy-to-understand road map to that comfortable retirement. It features a never-before-seen Hey! What’s My Number? “Retirement Readiness” calculator that acts like a check engine light for your retirement savings vehicle. Several advantages set this free web-based tool apart from the many “retirement” calculator clones every broker insists you use. For example, the only data you need is already at your fingertips. You don’t have to guess how long you expect to live (no one really knows that anyway). You don’t have to guess the future direction of key economic data like inflation, market returns, and the nation’s GDP (not even professionals can do this). Most satisfying to many, you also don’t have to guess what you’ll spend when you retire (although you could if you want – yes, the calculator is that flexible).
Best of all, the Hey! What’s My Number? “Retirement Readiness” calculator automatically tells you the one number you want and need to know. It’s your “Goal-Oriented Target” (or “GOT”). Discovering your own personal GOT allows you to see what you will need to earn each year on your retirement savings. You can take that number and, working either independently or with your financial adviser, determine how to invest your savings to achieve that GOT. Of course, your GOT is not written in stone. You can take actions to change it. Hey! What’s My Number? shows you how to do that. (See, I told you the Hey! What’s My Number? “Retirement Readiness” calculator was flexible!)
While not ignoring the essential first steps, Hey! What’s My Number? takes you well beyond these. It demonstrates how many have used their 401k as the vehicle to carry them to retirement happiness. Experience the wisdom and insights of dozens of the leading retirement service professionals from all across the country and explore how you can retire in comfort.
For many, the challenge of 401k plans mirrors the challenge of driving a car with standard transmission. It’s really hard to get into first gear. That’s not a problem the government can do anything more (it’s done enough already). The responsibility lies solely at the feet of the saver (no pun intended, OK, who am I kidding, pun intended). Hey! What’s My Number? takes you well beyond this first step. Experience the wisdom and insights of dozens of the leading retirement service professionals from all across the country and discover how you can retire in comfort.