CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
1021223-00006-00
Avraham "AY" Rappaport, CLTC
President, Financial Professional
Yaniv "Jay" Natanov
President, Financial Planner
Eli Rappaport
Vice President, Financial Planner
Shlomo Rosenstein
Financial Professional
Ozzie Marizan
Financial Planner
Joseph Greer
Employee Benefits Administrator
Dylan Pinsky
Client Relations Manager
Premier Financial
6395 Dobbin Road, Suite 102
Columbia, MD 21045
Phone: 240-309-6001
Email: dylan.pinsky@prudential.com
Website: premierfinancial1.com
September/October 2022
Fulfill Your Retirement Bucket List
The late president George H.W. Bush commemorated every fifth birthday between ages 75 and 90 by parachuting from a plane. While skydiving may not be on your bucket list, you probably can think of things you’ve always wanted to do. Looking forward to a secure retirement that includes trips and hobbies, which can help keep you young, may motivate you to plan and invest more for your retirement.
Make an Actual List
Writing down the activities you’d like to do can bring your ideas into focus. Your list might include places you’d like to travel, projects you’d like to do, or activities you want to try. Make your goals as specific as possible. You can prioritize your list by what is most important to you or by the activity that’s the easiest for you to accomplish. Taking concrete steps, such as booking a cruise, buying airline tickets, or signing up for a class, can start the process of turning your bucket list dreams into reality.Look for Inspiration
Reading articles and doing research on places and activities that interest you can inspire you to move forward. Talk to others about your ideas. Including friends and family members in your plans also makes it more likely that you’ll follow through. They may also have suggestions that you haven’t thought of that will make the activity even more enjoyable.Consider Your Limitations
Health concerns or physical limitations may dictate what you can reasonably expect to accomplish, so take them into consideration when you’re creating your list. That said, challenging yourself to undertake activities that may be difficult for you can be especially rewarding. Don’t underestimate your abilities if some items on your list take you out of your comfort zone.Be Realistic About Your Finances
Financial concerns may also be factors to consider when you’re creating your list. Be certain you understand the costs involved with the activities you’ve identified and determine whether your budget will cover them. If you expect a shortfall, start setting aside funds to make up the difference or wait a little longer to tackle your list to avoid going into debt.Living a fulfilled life is what creating a bucket list is all about. Don’t allow yourself to get so mired in the issues of everyday life that you miss out.
1060037-00001-00
Premier Financial is not affiliated with Prudential Financial. Premier Financial sells insurance products of Prudential Financial's affiliated insurance companies in addition to products of non-affiliated insurance companies. Premier Financial is authorized to sell and service certain insurance products of Prudential Financial companies as well as use this material. Premier Financial and its representatives do not give tax or legal advice. Please consult with your own advisors regarding your particular situation. Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Dylan Pinsky is employed by Eli Rappaport and not The Prudential Insurance Company of America or its subsidiaries.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Premier Financial and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.