American Trust Blog

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I can’t tell you how many times I was asked what I wanted to be when I grew up. I can’t tell you all the ways people my age planned to spend their fortune when they became a superstar. I can tell you, however, that not one of those people ever mentioned saving for retirement. That was the last thing on any millennial child’s mind. But, we’re adults now.

Why are some advisors able to build successful, profitable, scalable retirement plan practices and others struggle with this? What makes them different? All advisors have access to the same retirement platforms, mutual funds, online tools and participant education program. What causes them to be more successful?

People have that “what if” moment, realizing that if only they had started planning for retirement when they were 20, it could have made a much larger impact on their financial security as they near retirement.

Estate planning can be overwhelming. Before you make an appointment with your attorney it’s a good idea to look at your situation and if needed, talk to your advisor. Here are some tips on how to get your financial matters organized.

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