Retirement Readiness Assessment

Are you ready for retirement? It's a question that lingers in the minds of many people as they approach the next phase of their lives. Retirement planning isn't just about setting aside enough money; it's about ensuring you have the financial stability and confidence to live comfortably throughout your golden years. In this video, we'll explore the importance of assessing your retirement readiness and provide practical steps to help you evaluate your financial preparedness for retirement.

Where Are We Now, Where Are We Going

My name is Chad Taylor, Managing Partner with MDT Financial Advisors here in Houston, Texas. Today is February 1, 2024, and I had a few charts that I wanted to go over today and give you some information about where we think we are and where we think we're going.