Press Release

Hoffman Estates Investment Advisor, Planning For Recent Retirees Announced

Although the ideal time to begin concretely planning for retirement is while a person is still working, Goldstone Financial Group wants to assure recent retirees in Hoffman Estates and throughout Chicago that it is never too late to start improving one’s financial future. As such, they have introduced a set of new services that they believe can specifically assist recent retirees who want to ensure their money will last throughout their golden years.

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With most Americans now living longer post-retirement, Goldstone Financial Group has seen that most individuals and families should have a financial plan that will last at least 30 years. What this means is that if a recent retiree is relying purely on an employer-sponsored plan like a 401(k), or the fact that they may own a high-value asset like their family home, it is likely not enough to provide for 30 quality years.

Leading their new retirement services for recent retirees is Goldstone’s new investment advisory for Individual Retirement Accounts (IRAs). IRAs operate similarly to 401(k) plans, however they often come with more flexible terms, more tax benefits and better interest rates, and depending upon a retiree’s current 401(k), it may be advantageous to rollover funds from a 401(k) into a Traditional or Roth IRA.

While a recent retiree will no longer be paying into their 401(k) and instead will be withdrawing from their retirement savings funds, Goldstone Financial Group is confident that there are still ways for retirees to increase rather than purely diminish their funds.

In addition to rolling over funds into an IRA, Goldstone will also consider how a recent retiree can create a diversified short-term portfolio using mutual and indexed funds and other investments.

Goldstone Financial Group works with clients of all ages and they always seek to deliver tactful, comprehensive and personalized financial planning services.

A spokesperson for the retirement and investment advisors, “While the average lifespan is increasing, so is the possibility of outliving your savings. Our team is committed to help develop a strategy that outlives you. One that will continue to work for you throughout your golden years.”

Interested readers can find out more at

Goldstone Financial Group
18W140 Butterfield Road
16th Floor

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