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Nate Obringer, CFP®, RICP®
Financial Planner
Prudential Advisors
9800B McKnight Road, Suite 223
Pittsburgh, PA 15237
Phone: 412-318-4129
Fax: 877-840-2322
Email: nate.obringer@prudential.com
May/June 2025
Act Now to Avoid Retirement Savings Mistakes
Successful retirement planning takes more than simply putting money away in a tax-advantaged retirement plan account. It also includes periodically asking yourself these critical questions to avoid common retirement missteps:
- When was the last time I reviewed and revised my retirement asset allocation to ensure it continues to meet any changing needs and situations?
- Are my estate documents up to date to meet my current net worth?
- Do I have a good idea of my future healthcare costs?
- Does my insurance coverage still reflect my current and future needs?
Continuously contributing to retirement plans, working with a tax professional to cut your tax bill, frequent reviews with your financial professional and living on a budget are keys to attaining a financiallysecure future.
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Nate Obringer is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
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