What Type of
Retirement Saver Are You?
What Type of
Retirement Saver Are You?
Identify your saving style and discover the best ways to save for retirement.
Identify your saving style and discover the best ways to save for retirement.
About Each Saving Style
The Procrastinator
You want to save but never do. You want to wait for when the time is right. Which is now! Hiring a financial advisor can help you set a strategy and keep you on track to avoid self-sabotage.
The Early Bird
You might not know the most efficient ways of savings, but you are taking steps early. You might not have a solid strategy but are doing your best to learn. You know what they say: the early bird catches the worm. If knowing is half the battle, the other half is doing. So get started on developing a strategy and game plan for saving. Your consistency will pay off!
The Solid Saver
You might have started a little later but you are keeping up with a savings plan. You know what you want and set your eyes on something bigger, like a 401k. You are doing great; the way forward will be a smooth journey. Talking to an expert can help you uncover and increase the potential of your retirement savings.
The Late Bloomer
You are at the prime of your career but haven’t prioritized saving yet. You should start getting serious about how much you should be saving for retirement. Figure out how much you can save, set up an automatic payment, and stick with it.
The Super Saver
You are working towards your dream retirement and making sure you have a comfortable nest egg. You will sacrifice anything to get there. It is important to evaluate your strategy to make sure there’s a balance between your goals and your current lifestyle.
The Messy Over-Saver
You prioritize your savings so much, you can end up falling short on money for expenses. This starts a cycle in which you then have to take money out of savings and/or use credit cards to cover your monthly expenses, which generates debt you then don’t pay off. Connect with an advisor to focus on a realistic balance between how much you are spending and how much you can save.
About Each Saving Style
The Procrastinator
You want to save but never do. You want to wait for when the time is right. Which is now! Hiring a financial advisor can help you set a strategy and keep you on track to avoid self-sabotage.
The Early Bird
You might not know the most efficient ways of savings, but you are taking steps early. You might not have a solid strategy but are doing your best to learn. You know what they say: the early bird catches the worm. If knowing is half the battle, the other half is doing. So get started on developing a strategy and game plan for saving. Your consistency will pay off!
The Solid Saver
You might have started a little later but you are keeping up with a savings plan. You know what you want and set your eyes on something bigger, like a 401k. You are doing great; the way forward will be a smooth journey. Talking to an expert can help you uncover and increase the potential of your retirement savings.
The Late Bloomer
You are at the prime of your career but haven’t prioritized saving yet. You should start getting serious about how much you should be saving for retirement. Figure out how much you can save, set up an automatic payment, and stick with it.
The Super Saver
You are working towards your dream retirement and making sure you have a comfortable nest egg. You will sacrifice anything to get there. It is important to evaluate your strategy to make sure there’s a balance between your goals and your current lifestyle.
The Messy Over-Saver
You prioritize your savings so much, you can end up falling short on money for expenses. This starts a cycle in which you then have to take money out of savings and/or use credit cards to cover your monthly expenses, which generates debt you then don’t pay off. Connect with an advisor to focus on a realistic balance between how much you are spending and how much you can save.
About Zoe
Best Online Financial Advisor 2022
Series A Led by Softbank
Most Innovative Companies 2022
Zoe Certified
Advisors
Assets Under Administration (AUA)
About Zoe
Best Online Financial Advisor 2022
Series A Led by Softbank
Most Innovative Companies 2022
Zoe Certified Advisors
Assets Under Administration (AUA)
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
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