As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) reiterates that goal setting is a key factor influencing overall retirement confidence.

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won't be enough to meet your needs.

While many people fail to plan ahead for long-term care, creating a plan is crucial for future care that may be necessary. Naturally, most people prefer to avoid thinking about getting older, developing a disability, becoming less independent and having to rely on others for care.

Global Planning understands that the way our clients consume information and the way we all communicate is changing. The interactive use of social media and a website have become preferred research and communication tools.