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A good financial strategy starts with knowing the whole you
Begin by setting goals for yourself and see how much you should be comfortably saving to get to where you want to be.
Working with an advisor* yields more money, more satisfaction
Higher account balances. More confidence for the future. A common trait among top savers is that they get help from a financial professional to guide smart choices and keep their plan on track as life evolves.
Higher balances
Educators who work with a financial professional have higher 403(b) account balances. In fact, their median account balance was 23% higher.
Happier with savings
Working with a financial professional can lead to higher satisfaction among educators with their 403(b).
Financial professionals also help clients with...
Find more education and research on the benefits of working with a financial professional in our Enhancing Outcomes whitepaper. Click here to read the full study.
Source: Equitable's Value of the Advisor study, 2022.
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*The use of the terms of “financial advisor” or “advisor” for purposes of the survey questions and responses by both the consumers and the financial advisors queried does not necessarily imply that the individual is a registered investment adviser (RIA). The use of these two terms is meant in a general sense of the word or phrase to describe working with an investment advisor, a licensed insurance agent or other financial professionals who may sell annuity products.