Get Your Retirement Readiness Checklist

Don't let simple oversights create more retirement stress than necessary

Are you within five years of retirement? This concise, research-backed checklist helps you take inventory, plan ahead, and uncover potential blind spots so you can feel more confident about life after work.

Unlock it now to:

Uncover 9 moves to make before your final paycheck
Spot overlooked tax traps and income gaps early
Feel more organized and in control—in under 15 minutes

READ NOW

"No scare tactics. Just a clear look at what really needs your attention before you stop working."

Baker Team

Baker Retirement & Wealth Management, PC

https://www.bakerwealth.com

jsmith@bakerwealth.com

(812) 479 - 8866

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

This newsletter/article was prepared by Snappy Kraken. The views expressed may not necessarily reflect those held by Vanderbilt Financial Group, and/or its affiliated entities. Snappy Kraken, Baker Retirement & Wealth Management, and Vanderbilt Securities are separate and unaffiliated entities.

Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities.

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions

Advisory Services offered through Vanderbilt Advisory Services

Clearing agent: Fidelity Clearing & Custody Solutions

Insurance Services offered through Vanderbilt Insurance and other agencies

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

"No scare tactics. Just a clear look at what really needs your attention before you stop working."

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