Are you recently retired, or do you hope to retire in the next several years?
Why reinvent the wheel when you can learn retirement planning lessons from the millions of people before you?
What were their biggest financial planning regrets?
What were their best financial decisions?
And what would they do differently if they had a second chance?
Below are some of the biggest retirement planning do's and don'ts that we believe could benefit anyone on the doorstep of retirement…
✓ Don’t pay unnecessary taxes.
✓ Don’t rely on a one-size-fits-all strategy to file for your Social Security benefits.
✓ Don’t underestimate the cost of healthcare in retirement.
✓ Don’t forget about required minimum distributions (RMDs).
✓ Do create a plan to replace your paycheck in retirement.
✓ Do have a written retirement income game plan.
✓ Do create a strategy to help hedge against inflation.
These Do's and Don’ts could mean the difference between success and failure in retirement.
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may
...Read MoreFor many older adults, finding time to experience nature can be one of the greatest pleasures in retirement.
...Read MoreWhat has changed for you in 2022? This year has been as complicated as learning a new dance for some.
...Read More
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Investment Advisory Services offered by James Jurica,CFP® CLU® CHFC® RICP® are offered through Wealth Watch Advisors, an SEC Registered Investment Advisory Firm. The Maisch Financial Group and Wealth Watch Advisors are not associated entities.
