Retirement Planning Key Numbers
- November 22, 2021
Saving for retirement is more important than ever before. Americans are living longer and spending more money on healthcare costs, hospitalizations, and caring for loved ones than at any other point in history. It’s important that you save as much as you can now, while you still have the earning power to do so. You may find the following Retirement Planning Key Numbers helpful when considering saving for 2021 and 2022.
Contributions made by check should be made payable to “Oppenheimer & Co. Inc. (Account Name)”. Please indicate your account number and the contribution year in the memo portion of the check. As an alternative, we can transfer cash from a taxable individual/joint account with a letter of authorization. Contributions generally must be either deposited or a check mailed by the appropriate date. If you have any questions or would like us to review your retirement savings, please contact us at the information below.
Ways to get started on your retirement savings include taking advantage of tax deferred contributions to an employer-sponsored retirement plan (if you participate in one), investing on a regular basis, and making appropriate investment choices for your time horizon.
SPENCER NURSE
Title:FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS
The Nurse Team has more than 50 years of combined experience in financial planning strategies. As of May 2021, the Team manages over $200 million in client assets. The team focuses on risk-adjusted investment management when assisting clients in addressing their retirement, educational, and philanthropic goals. Spencer and his team take direct responsibility of investment management for client portfolios. In the evolving markets and changes in clients’ lives, the team focuses on creating goal based strategies that are tailored to client’s specific situation at various stages in life.
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