Retirement has changed | Retire healthy

Make a game plan. Doing it your way requires you to focus on a long-term investment discipline and a savings plan.

The WealthCoach Playbook

Your retirement is very different from your grandmother’s.
Pensions are a thing of the past.
You probably can’t count on Social Security.
Funding retirement falls on your shoulders.

So, what can you do?
Make a game plan.

CREATE YOUR FUTURE

Be Independent. Be Proactive.

Some steps that most people can take that may help you prepare to retire healthy.

Plan to save 15-20% of yourincome now to have the money you’ll need in retirement.

Contribute to your employer’s retirement plan, and be sure to capture your employer’s entire match.

Every time you get a raise, save half. If the raise goes straight to savings, you won’t have to feel like you are reverting to saving later.

Do the math. Figure out what you’ll need.

Most people will need $1 million – $4 million. It all depends on the lifestyle you want to live. Knowing what you need is the first step to developing a plan to get you there.

Retirement Savings Rule of Thumb

CREATE YOUR FUTURE

Plan to live longer

Health care advances will likely lengthen your retirement. Whether it’s a cancer-curing medication or replacement parts, the likelihood that medical interventions will extend your life is higher today than ever before.

Many Americans can expect to live well into their 90s or even past 100. That means you could be in retirement for 30 years, or more. Cool? Expensive. It’s a game-changer.

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Real-Life
Investment
Solutions

Westwood WealthCoach offers planning tools andinvestment strategies to help you growyour assets and achieve your vision.

Sample Allocation

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Fees matter, but performance
matters, too

Fees are important. The right advice, the right approach and strong performance are just as important.

WealthCoach Real-Life Solutions: focused on goals-based investing.

At Westwood WealthCoach, we believe low fees are important, but make no mistake: performance does matter.

Do you want to invest with experienced investment professionals or tech experts, who are training to be investors on your dime?

0.50%

Westwood WealthCoachoffers a low-feesolution

$25,000 minimum

Put us to work for you.

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    At Westwood WealthCoach, we are on a mission to level the playing field for all investors. We believe everyone deserves their own personal WealthCoach advisor - someone who can provide advice and help manage their finances. Westwood WealthCoach is a digital wealth advisory platform that combines both human advice and technology to help individuals and families achieve their goals in life. We look forward to sharing our investment experience to help you get where you want to go. Our parent company, Westwood Holdings Group, offers investment advisory services through Westwood Advisors, LLC, a wholly owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG)