How a Wealth Planner Can Help You Achieve Your Goals

Retirement is a phase of life that many people look forward to—a time when you can finally relax and enjoy the fruits of your labor. However, starting to plan and save early can help in achieving a comfortable and financially secure retirement. Let’s explore the importance of saving for retirement and how financial planning and wealth planners can play a vital role in helping you achieve your retirement goals.

On February 29, 2024, Vic Edwards will retire from a 33-year career in financial planning.  For the past 8 years, we have been fortunate to have Vic providing guidance and advice to our members. Heartland Wealth Strategies and Heartland Credit Union are sincerely grateful for his service and know his efforts have contributed to the success of many of our members.

This article considers all options for managing funds in a former employer’s retirement plan.

In the past, baby boomers and Generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become more comfortable moving from job to job. Millennials are especially adept at this. They change jobs three times more often than other generations.