Whether you are just starting out in setting your financial foundation, in the process of building your nest egg or currently in or nearing retirement, Main Street Advisors, LLC can help you.
2023 Getting Started Accumulation Phase Presentation
You've been in the workforce for quite some time and continue to grow your wealth. You have questions relating to...
You are just starting out and are interested in guidance regarding the type of accounts to open, 401(k) questions and how to prioritize goals such as down payment for house, emergency fund, car purchase, etc.
2022 Getting Started Setting the Foundation Presentation
Nearly half of millennials say they’re living paycheck to paycheck and only 28% say they are prepared for the unexpected,...
You’ve been in the workforce for quite some time and continue to grow your wealth. You have questions relating to properly preparing for retirement, investing mix and allocation, ROTH vs. traditional and more…
2023 Getting Started Accumulation Phase Presentation
You've been in the workforce for quite some time and continue to grow your wealth. You have questions relating to...
You are either starting to or not far from living off your retirement income. You have questions relating to Social Security claiming strategies, Medicare options, tax strategies, estate planning, how the timing of certain goals will effect your overall retirement projection and more…
2022-Getting-Started-Retiree-Presentation
According to data from the Federal Reserve, the average retirement account balance of those age 45-54 is about $254,000. For...
