Strategic Retirement Partners

Did you know 42% of retirees say they retired earlier than planned, while only 5% retired later than expected?

Life can bring unexpected changes like health challenges, caregiving responsibilities, or career transitions, but taking small financial steps today can help create more confidence and flexibility for tomorrow.

While these situations can be unpredictable, building strong financial habits today can help create more flexibility for tomorrow. Employees can start by:

• Increasing retirement contributions gradually
• Building an emergency savings fund
• Reviewing long-term financial goals regularly
• Taking advantage of employer retirement and financial wellness resources

Preparing for the unexpected is an important part of long-term financial wellness.

Source: Allianz Center for the Future of Retirement & EBRI 2026 Retirement Confidence Survey

Graduation season is exciting but it also marks the start of real financial decisions.

For new grads, building good habits early can make a major difference over time:
• Start saving, even if it’s small
• Contribute to your retirement plan if offered
• Build credit responsibly
• Create a budget that works for your lifestyle

The best financial plan is the one you start early. Congratulations to the Class of 2026 and to what’s ahead!

Long-term care planning is an essential, but often overlooked, part of a comprehensive retirement strategy. Join SRP in partnership with Ash Brokerage for a clear, practical conversation that cuts through the complexity and helps you understand how extended healthcare needs can impact your assets, income, and family. Walk away with the knowledge you need to make informed, confident decisions.

Register here: https://assets-usa.mkt.dynamics.com/57208e08-f156-4d10-b3a5-cedc4c435fe6/digitalassets/standaloneforms/ee82ffb9-0b40-f111-88b5-000d3a1fa2f3?readableEventId=Insurance_Made_Simple_Your_Guide_to_Long-Term_Care3091041643&utm_source=Dynamics%20365%20Customer%20Insights%20-%20Journeys&utm_medium=email&utm_term=N%2FA&utm_campaign=&utm_content=2026%202Q%20Participant%20Webinar%20Invite =2722f714-7769-4457-956e-24922e7a0100&msdynmkt_prefill=mktprf876c1ecd87f3453caedab0ff9b836a65eoprf