Which Factors Determine Retirement Success

Retirement planning is a complex endeavor, and many factors contribute to one's success in achieving financial security during the golden years. While luck plays a role, it is not the sole determinant of retirement outcomes. In a thought-provoking presentation by Dana Anspach, the CEO of Sensible Money, she shed light on the various factors that influence retirement success.
DISCLOSURES
This presentation contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.
Sensible Money, LLC (“SM” or "the Firm") is a registered investment adviser. Registration is a legal requirement - it does not imply approval or endorsement. For additional information about SM, including its services and fees, you can request a copy of SM’s disclosure brochure by emailing us at [e-mail] or visit www.advisorinfo.sec.gov.
Any charts in the presentation are not meant to show the performance of SM strategies or to imply the performance of any model portfolios. Any charts or examples are meant to show the Firm’s belief in sticking to a plan over time, but there is no guarantee that you will have the same or positive results. Any results portrayed in these cases or examples are not representative of all of SM’s clients or the clients’ experiences.
No portion of this presentation should be interpreted as a testimonial or endorsement of SM’s investment advisory services. Past performance is not a guarantee of future results. When investing, depending on your timing, you could lose money. There is no guarantee that the prevailing market and economic conditions during the time frames in the graphs will continue, and performance may be negatively impacted by a shift in such conditions. This presentation contains general information that is not suitable for everyone and was prepared for informational purposes only.

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