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5 costly retirement mistakes families make

and how to create more protected income in an uncertain economy.

Many families spend decades building wealth — but only a small percentage are truly prepared for the risks retirement can bring.

From relying too heavily on the stock market, to underestimating taxes, inflation, healthcare costs, or the danger of outliving income, small mistakes can become very expensive later in life.

In today’s uncertain economy, creating protected and predictable income matters more than ever.

Discover the 5 costly retirement mistakes families make — and explore strategies designed to help create more confidence, stability, and long-term financial security with guidance from the annuity specialists at Roots and Wealth.

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Roots & Wealth Group

a subsidiary of SJA Financial Services, LLC

CA Lic. 4374774 | NPN 20996862

Phone: 707-WEALTH7 | 707-932-5847

Address: Saint Augustine FL 32092

* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are long-term financial vehicles designed for retirement purposes. These products contain limitations, including withdrawal charges, fees, and a market value adjustment, which may affect contract values.

This information is for educational purposes only and should not be construed as investment, tax, or legal advice. Please consult with your financial professional before making any financial decisions.

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