Pre-retirement Savings Guide
- Retirement Partners of Hawai'i
- Jul 28
- 2 min read
Smart strategies to optimize your retirement savings and prepare for what’s ahead
Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices.
What you’ll learn:
Saving benchmarks to help you see if your savings are on track
Social Security tips for making the most of your benefits
Medicare breakdowns to help avoid surprises
Smart strategies for boosting your savings
You can also download the corresponding worksheet to help you feel more prepared for your next chapter.
Benefits of Financial Education
For employees: Better planning leads to less stress, more focus, and increased financial confidence.
For employers: Financially-educated teams are happier, more engaged, and better prepared for the future. When employees are equipped to retire on time, organizations can reduce the rising costs associated with delayed retirement—such as higher healthcare expenses and slower workforce transitions.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
Retirement Partners of Hawai`i
1003 Bishop Street
Pauahi Tower, Suite 880
Honolulu, Hawai`i 96813
Phone: (808) 681-7799
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
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