The Pitfalls of Not Having a Retirement Plan

Without a written retirement plan, it’s just a wish list. Knowing how to invest and which accounts to draw from first are important items in a retirement plan.

Without a plan, you risk making costly mistakes that can negatively impact what you’ve worked so hard for over the years!

Here are just a handful of the things that we'll discuss:

  • What’s the difference between the accumulation vs. retirement phase?
  • How will inflation erosion affect your retirement?
  • Why is tax planning so important?


Your Retirement Income Planning Checklist Thumbnail (booklet version)

Get your complimentary copy of Retirement Income Planning Checklist