Retirement Income Source Scranton Financial Group

👨‍👩‍👧‍👦 Retirement isn't just about finances—it's about family, memories, and the traditions that matter most.

When you picture retirement, what family tradition would you love to continue (or start)?

🏖️ Annual family vacations
🍽️ Sunday dinners with the whole family
🎄 Holiday gatherings
⚾ Attending grandchildren's events
🏕️ Summer camping trips

A well-crafted retirement plan can help create the flexibility and confidence to spend more time doing what matters most—not just managing your money.

💬 Tell us: What family tradition would you love to continue in retirement?

🚨 3 Common Retirement Planning Mistakes 🚨

Retirement isn't just about saving money—it's about having a strategy. Here are 3 common mistakes that can impact your retirement confidence:

❌ 1. Underestimating Taxes
Many retirees are surprised by how taxes can affect their retirement income. Without proper planning, taxes may take a bigger bite out of your savings than expected.

❌ 2. Taking Too Much (or Too Little) Risk
Your investment strategy should evolve as you approach retirement. Being overly aggressive—or too conservative—can both create challenges for your long-term goals.

❌ 3. Having No Income Plan
A retirement portfolio is one thing. A plan for turning those assets into reliable income is another. Knowing where your paycheck comes from in retirement matters.

✅ The good news? These mistakes can often be addressed with proactive planning.

Question: Which retirement concern keeps you up at night—taxes, market volatility, or generating income? Share below! 👇

🌟 Employee Spotlight: Meet AnnMarie! 🌟

We’re excited to introduce AnnMarie, one of our Client Relations Representatives!

AnnMarie brings a unique blend of leadership, teamwork, and dedication to our team. Originally from Utah, she moved to Connecticut in 2016 to attend Post University, where she earned multiple degrees, including her MBA, graduated as a Malcolm Baldrige Scholar, and excelled as a dual-sport athlete in volleyball and basketball.

Today, she applies that same drive, discipline, and passion for helping others in her role supporting our clients and team.

When she’s not at work, you can find her hiking, golfing, working out, reading, or spending time with family and friends.