VIDEO: Am I Saving Too Much for Retirement? How to Know If You’re Oversaving

  • Retirement Funding
Most financial advice warns about not saving enough for retirement, but what if you’re saving too much?

In this video, Certified Financial Planner® Leah Woodly explains how to know if you’re oversaving for retirement.

  • We’ll cover:
  • Signs you might be saving too much
  • The balance between enjoying life now vs. later
  • Opportunity costs of over-saving
  • Tax diversification and strategy
  • How to find your “just right” savings number

 

The goal isn’t saving the most money, it’s saving the right amount so you can live with confidence today and tomorrow.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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