How2Retire

Marsh & McLennan Agency

About this app

Effectively panning for retirement is a multi-year process that involves more than just knowing how much money you’ll need saved. It’s about feeling confident with your long-term investment options, setting your expected retirement date, budgeting for your future expenses and so much more. With How2Retire, our user-friendly and informative app, you’ll have the tools, tips and education you need to get on track in developing your individual retirement plan.

How2Retire features:

- A variety of financially focused calculators covering topics such as loan payoff, affordability, tax planning, saving and investing, cash management and risk management
- Engaging videos designed to educate you on important investing and savings matters
- Financial Literacy 101, a quarterly newsletter outlining relevant do’s, don’ts and how-to’s of retirement and finances
- Social interaction with easy access to Barney and Barney’s Facebook and Twitter
- Easy telephonic and email access to a licensed Retirement Services professional
- Push notifications that provide you friendly reminders and tips throughout the year to keep your retirement plan on course

About Barney and Barney:

Barney and Barney, a Marsh and McLennan Agency LLC company is one of the nation’s leading insurance brokerages, offering a comprehensive line of risk management, employee benefit, and retirement and wealth management solutions. Barney and Barney has offices in San Diego, San Francisco, Oakland and Orange County. For more information, visit:
www.barneyandbarney.com or www.bbretirement.com