Charlotte Retirement Planning Firm, Hobart Financial Group, Explains the Six Rules of Retirement Planning

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In response to an article published by Forbes, Charlotte retirement planning firm, Hobart Financial Group, says Forbes’ retirement planning rules are a good start for planners.

Chris Hobart, the CEO of Charlotte retirement planning firm, Hobart Financial Group, responds to an article published by Forbes, which lists the six critical rules for successful retirement investing.

According to the Forbes article titled “Six Critical Rules For Successful Retirement Investing,” the process of retirement planning can be defined as identifying long-term income, determining future lifestyle, and defining how to reach those goals. As simple as it sounds on paper, retirement planning is a difficult process that requires thought about a wide variety of factors (e.g. daily expenses, medical expenses, cost of living, emergencies, vacations).

However, the article says successful retirement investing is not out of reach for even the oldest of workers if they consider these six critical rules: “Understand your retirement investment options, do the math, keep your emotions in check, pay attention to fees, start early, and get help when you need it. “

Though all of these retirement guidelines are important in their own way, they all focus on the same basic principle: stay involved in retirement planning. Constant engagement in retirement planning will undoubtedly lead to more informed and more thoughtful decisions.

Chris Hobart, CEO of Hobart Financial Group, a leading Charlotte retirement planning firm, says that the six rules listed in the Forbes articles are tips that every young American should keep in mind. “The biggest mistake you can make in retirement planning is thinking you are too young, or too old, to start saving,” he says. “Every little bit helps and in today’s economic climate, you cannot be too safe. I would advise adults to take a serious look at the six rules. The first step in the retirement planning process is obtaining knowledge as to what successful retirement planning is."

However, the article says most people do not know where to begin when contacting a retirement investment advisor. “We know that retirement planning is not easy. If you are confused or frustrated by the process, there is no reason to go at it alone,” he says. “With assistance from a retirement planning firm, you can create a plan that ensures a comfortable retirement, while maintaining as much of your current lifestyle as possible.”

Hobart Financial Group is an independent financial advisory firm dedicated to personalizing service with uncompromising integrity. Its focus on comprehensive, tax-advantaged plans help to provide sound preservation of capital, growing income and increased returns with reduced risk. Chris Hobart, founder of Hobart Financial Group, understands that true wealth means being able to share your life with the people you love, free from financial anxiety. Hobart Financial helps Carolinas’ retirees preserve and protect their wealth with comprehensive financial retirement planning and wealth management.

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since: 09/2013
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