RESOURCE

Rethink Your Retirement Plan with a Midlife
SWOT Analysis

How to Examine Your Plan’s Strengths, Weaknesses, Opportunities, and Threats

FACT: An estimated 13% of Americans in the country’s wealthiest quartile are in danger of churning through their savings within 20 years of retirement*.

How will your plans fare when it’s time to retire? Are there things you could be doing now to optimize savings and take advantage of your timeline? Enter your information and download the guide now. 

This SWOT analysis will provide insights into your retirement planning thus far, and uncover potential action items as you near the retirement "red zone."

*“Even the Wealthy Can’t Count on their Retirement Years Being Golden,” by Walter Hamilton, Los Angeles Time Online, July 13, 2010.