Sometimes it is a good idea to review your retirement planning strategy and ask yourself if you are taking action that is sufficient to avoid some common pitfalls. This week’s article reminds us of six: waiting too long to save, not taking advantage of “Free Money”, underestimating medical expenses, lack of balance in your portfolio, relying on Social Security only, and retiring too early. If any of these are of concern to you and you would like to discuss options that may be available to you, call us. We’re always here to help.
We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.
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