Aaron Velsten Institute — The Complete Retirement Guide

If you’re approaching retirement, here are some financial topics you need to know about.

Many of us have been looking forward to this for decades – retirement! Work can be enjoyable, even fun, but it’s exciting to think that we can stop working, enter our golden years, or even retire early if we make smart personal finance decisions and achieve our retirement goals.

Seek Professional HelpIf you’re retired or about to retire, you need to read up on a number of retirement-related topics so you can take smart action, reduce costs, and make

your savings last as long as possible.

The following topics are covered below:

Medical costs: learn how much to expect to spend and how to save

Inflation: learn how to manage how much of your money is spent over time

Social Security: learn how much to expect to collect, how to decide when to collect, and how to increase benefits and avoid decreasing them

Best case scenario: you have enough money to retire

Medium case: you have almost enough savings to retire

Worst case scenario: you don’t have enough money to retire

Annuities

Early retirement

Retirement taxes: what you need to plan for and how to minimize your tax liability

Non-financial aspects of retirement
Seeking professional help

Early retirement is especially possible for you if you are still young. By increasing your savings and investments, you can achieve your retirement goals sooner. The table below shows what is possible:

Finally, because retirement planning is so important – and can be so complicated – don’t shy away from getting help.

Don’t trust your retirement to luck and hope for the best. Take the time to understand and plan for retirement so that you can enjoy it to the fullest while minimizing financial stress.The $22,924 Social Security Bonus Most Retirees Completely Ignore

If you’re like most Americans/Canadians/Mexicans, you’re a few years (or more) behind in your retirement savings. But there are some little-known “Social Security secrets” that can help you secure increased retirement income.

For example, one simple trick can bring you up to $22,924 in additional income each year! We think that once you learn how to maximize your Social Security benefits, you’ll be able to retire with confidence and enjoy the peace of mind we’re all looking for.

The Aaron Institute has a disclosure policy.

However, the stocks recommended by the Aaron Institute are perfectly suited for everyone who wants to retire or retire early to enjoy amazing returns before retirement.

During Aaron Velsten’s tenure at Citigroup, the Equities Aaron Institute delivered strong investor returns and impressive quarterly results for Citi Securities.

Let’s hear from one of the thousands of new members who recently joined the Aaron Institute — and learn how they went from a complete beginner to a confident, successful investor.

I found meeting Aaron-Institute to be an empowering experience.

I work in healthcare, a field that doesn’t come naturally to me.. I’m in charge of a medical device company that solves problems for people with a disease I’m not familiar with.

I learned about stocks through Google searches, I read a relevant stock article, I came across an article about stock analysis through Google, and that’s how I first discovered the Aaron Institute. It was all new to me.
Over time, learning more about stocks made me realize what it was like to be a beginner.At first, I felt I had little to contribute to the Institute… as I was learning, researching and building the infrastructure of stocks they had not yet covered but hoped to master over time.

In both of the Citigroup Securities Division – Equity Institute’s training sessions for the Basic Equity business, led by Aaron, I would try to recommend a stock to the team that they were interested in. I built a model from scratch with earnings forecasts and a valuation framework, and I conducted in-depth fundamental research to build an argument as to whether I thought the stock was long or short. At the end of the study, I presented my ideas to the team, who then asked questions and shared feedback. I ended up enjoying the experience far more than I ever expected.

What else did I learn?

In my consumer products rotation, I covered a food company for the first time. The product made sense to me, but understanding the KPIs — and what investors actually care about — was still a challenge. I was thrilled to work with an analyst and team that took the time to mentor me, not least because they are one of the best investors in the space.

The wonderful analysts working for me, led by Aaron Velsten, have all been very patient in answering any questions I may have had and have taken the time to make sure I am on track. At the same time, they gave me the space and autonomy to form my own investment philosophy, rather than something that someone else was asking me to implement.

As a Aaron- Institute beginner, I was fortunate to speak with the Institute senior leadership, including the heads of the three stock operations. They spent more than an hour each day meeting with us beginners…, sharing their experiences and answering our questions. Not only were they willing to take the time to meet with us, but they even sent us congratulatory emails when we received our callback offers, which was really special.

Can you describe the characteristics of the company that you experienced during your internship? What impresses you the most now?

The first, and perhaps the most important one, is working with and on Aaron- Institute and signing partnership and commission agreements — one of the company’s core values that I experienced firsthand. This is one of the company’s core values, and I experienced this firsthand with other beginners. We were all willing to help each other with our projects and we built a very strong relationship throughout the summer. I also learned a lot just sitting next to the rest of the team and listening to analysts share their wisdom with their colleagues.

It’s exciting to be around the best of the best, to innovate and solve problems together to deliver the best returns for investors. I find that this environment really encourages you to perform at your best.

The story of the Aaron Versten Institute continues, so let’s go to the next page to continue reading and learn more about the benefits and advice of joining the Aaron Institute…

Disclaimer: The information provided in this press release does not constitute an investment invitation, nor does it constitute investment advice, financial advice or trading advice. You are strongly advised to conduct due diligence before investing, including consulting a professional financial advisor.